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3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-03-23 |
Branch Locations
3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Seattle | WA | 01/2007 | 05/2017 |
| Lighthouse Wealth Strategies | Gig Harbor | WA | 10/2017 | Present |
| Unemployed | Gig Harbor | WA | 05/2017 | 10/2017 |
| Sowell Management Services | Maumelle | AR | 10/2017 | Present |
| Veritas Independent Partners | Conway | AR | 03/2018 | Present |
Bill Pandiani is a Registered Representative with Veritas Independent Partners. Duties: Providing financial advice on annuities. Mr. Pandiani spends approximately 4 hours a week on this investment-related activity, all during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-14 |
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