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18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-06 |
Branch Locations
18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 02/2021 | 12/2022 |
| Securian Financial Services Inc | St Paul | MN | 03/2021 | 12/2022 |
| Allied Wealth Partners | New York | NY | 02/2021 | 03/2022 |
| Center Of Floral Design | New York | NY | 08/2018 | 03/2020 |
| Victoria Secrets | New York | NY | 08/2016 | 06/2017 |
| Forever 21 | New York | NY | 09/2015 | 08/2016 |
| Cuny Baruch College | New York | NY | 01/2016 | 06/2019 |
| Unemployment | New York | NY | 03/2020 | 02/2021 |
| Securian Advisors Nw | Seattle | WA | 03/2022 | 12/2022 |
| Crump Life Insurance Services | Seattle | WA | 02/2023 | 10/2023 |
| Kestra Investment Services, Llc | Seattle | WA | 02/2023 | 05/2023 |
| Kestra Advisory Services, Llc | Seattle | WA | 02/2023 | 05/2023 |
| The Retirement Solution Llc | Redmond | WA | 10/2023 | Present |
| Airbnb | Seattle | WA | 06/2022 | Present |
| The Retirement Solutions Llc | Redmond | WA | 10/2023 | Present |
| Unemployed | Seattle | WA | 05/2023 | 10/2023 |
| Barrett Financial Ltd | Anacortes | WA | 03/2023 | 05/2023 |
| Securian Advisors Northwest | Seattle | WA | 03/2022 | 12/2022 |
| Allied Wealth Partners | New York | NY | 02/2022 | 03/2022 |
Business Name: PERSIS MEJIA POSITION: Independent agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/07/2023 ADDRESS: 10544 Midvale Ave N, Unit C, Seattle WA 98133 DESCRIPTION: - find my own clientele - create illustrations with fixed insurance products Business Name: PERSIS MEJIA POSITION: Paraplanner NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 03/02/2023 ADDRESS: 1809 Commercial Ave, Suite 100, Anacortes WA 98221, United States DESCRIPTION: My role is to assist the advisors with their book of business running reports, following up with clients, working on applications and creating illustrations. Business Name: Our Rentals LLC; POSITION: Owner; NATURE: Manage an Airbnb; INVESTMENT RELATED: No; START DATE: 2022-06-01; ADDRESS: 10544 Midvale Ave N Unit C Seattle WA 98133; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-13 |
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