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Henderson, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Financial Education Alliance | Bellevue | WA | 09/2017 | Present |
| South Cove Financial, Llc | Federal Way | WA | 04/2019 | Present |
| Northwest Senior Resources D/B/A Pacific Group Advisors | Bellevue | WA | 03/1995 | Present |
| Ae Wealth Management | Topeka | KS | 06/2016 | 03/2017 |
| Retirement Wealth Advisors | Bellevue | WA | 03/2017 | Present |
| Pacific Financial Solutions | Bellevue | WA | 12/2017 | Present |
(1) NORTHWEST SENIOR RESOURCES CORP. (DBA PACIFIC GROUP ADVISORS). INVESTMENT RELATED. 2227 112TH AVE NE, BELLEVUE, WA 98004. INSURANCE AGENCY AND INVESTMENT ADVISORY. POSITION: PRESIDENT. STARTED 03/1995. APPROXIMATE HOURS PER MONTH: 160. ALL HOURS DURING SECURITIES TRADING HOURS. SELLING ANNUITIES, LIFE INSURANCE, MEDICARE AND INVESTMENT ADVISORY. (2) American Financial Education Alliance, not investment related, 14410 Bel-Red Road Ste 110 Bellevue, WA 98007, 501(c)3 education, presenter/ volunteer, 10 hrs/month 10hrs/month during trading hours., Present financial education workshops and seminars. (3) Pacific Financial Solutions, investment related, 01/2018, 14410 Bel-Red Road Ste 110 Bellevue, WA 98007, 120 hrs/ mo 120 hrs/mo during trading, Owner, additional DBA for IA business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-26 |
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