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Current Employers
Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-27
  • WA RA
    APPROVED
    Since 2026-07-27

Branch Locations

9414 Ridgetop Blvd Ste 103, Silverdale, WA 98383 • United States

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Tacoma WA 03/2025 06/2025
Unemployed Tacoma WA 12/2023 02/2025
Comcast Technology Solutions Pennsylvania PA 07/2007 12/2023
Nylife Securities Llc. Tacoma WA 05/2025 06/2025
Unemployed Tacoma WA 06/2025 06/2026
Clear Creek Financial Management, Llc Boise ID 07/2026 Present
  • 03/2025 → 06/2025
    New York Life
    Tacoma, WA
  • 12/2023 → 02/2025
    Unemployed
    Tacoma, WA
  • 07/2007 → 12/2023
    Comcast Technology Solutions
    Pennsylvania, PA
  • 05/2025 → 06/2025
    Nylife Securities Llc.
    Tacoma, WA
  • 06/2025 → 06/2026
    Unemployed
    Tacoma, WA
  • 07/2026 → Present
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-10
S63 Uniform Securities Agent State Law Examination 2025-08-27
  • S65 Uniform Investment Adviser Law Examination
    2026-02-10
  • S63 Uniform Securities Agent State Law Examination
    2025-08-27

View on SEC IAPD

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