Best Investors Account Sign in
Claim This Profile
Current Employers
Kcd Financial, Inc.

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-20
WA RA APPROVED 2026-08-20
  • NC RA
    APPROVED
    Since 2026-08-20
  • WA RA
    APPROVED
    Since 2026-08-20

Branch Locations

40 Lake Bellevue Drive Suite 100, Bellevue, WA 98005 • United States

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kcd Financial Inc Green Bay WI 08/2026 Present
Heritage Benefits Investment Management, Llc Bellevue WA 08/2026 Present
Unemployed Durham NC 01/2026 08/2026
Rti International Research Triangle Park NC 12/2003 12/2025
  • 08/2026 → Present
    Green Bay, WI
  • 08/2026 → Present
    Heritage Benefits Investment Management, Llc
    Bellevue, WA
  • 01/2026 → 08/2026
    Unemployed
    Durham, NC
  • 12/2003 → 12/2025
    Rti International
    Research Triangle Park, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-07
  • S65 Uniform Investment Adviser Law Examination
    2026-07-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor