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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-31 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
21105 Bothell Everett Highway, Bothell, WA 98021 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Kirkland | WA | 03/2016 | 11/2017 |
| Life Insurance And Fixed Annuity Licensed | Bothell | WA | 05/2015 | 05/2016 |
| Pruco Securities, Llc. | Bellevue | WA | 12/2017 | 03/2023 |
| Prudential Insurance Company Of America | Bellevue | WA | 12/2017 | 03/2023 |
| Best Wealth Strategies Financial Services | Kirkland | WA | 12/2017 | 03/2023 |
| Keybank | Seattle | WA | 04/2023 | Present |
| Key Investment Services | Seattle | WA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-09 |
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