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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-31 |
Branch Locations
Lake Tapps, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crafted Finance Llc | Seattle | WA | 01/2026 | Present |
| Panoramic Financial Advice | Fresno | CA | 04/2025 | 11/2025 |
| Bethany Christian Services | Grand Rapids | MI | 11/2020 | 04/2025 |
| World Vision | Federal Way | WA | 01/2005 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
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