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Gig Harbor, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-18 |
| OR | RA | APPROVED | 2025-03-16 |
| TX | RA | APPROVED | 2025-03-14 |
| MO | RA | APPROVED | 2024-05-21 |
| ID | RA | APPROVED | 2024-02-07 |
| CA | RA | APPROVED | 2024-02-06 |
| UT | RA | APPROVED | 2024-02-06 |
| WA | RA | APPROVED | 2021-07-22 |
Branch Locations
Gig Harbor, WA • United States
Tapio Professional Center Suite 215A - 104 S Freya, Spokane, WA 99202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Na | Spokane | WA | 07/2019 | 06/2021 |
| U.S. Bank Na | Spokane | WA | 07/2015 | 07/2019 |
| Abraham & Company, Inc | Spokane Valley | WA | 06/2021 | 06/2024 |
| Abraham & Co., Inc. | Spokane Valley | WA | 07/2021 | 06/2024 |
| Abraham & Co., Inc. | Spokane | WA | 06/2024 | Present |
Kyle Appelbaum is Abraham & Co.'s Chief Investment Officer and backup Chief Compliance Officer. In addition to his role as an Investment Adviser Representative for Abraham & Co., Kyle Appelbaum supervises the estate planning process for the Firm's clients and is frequently involved in market research and various administrative tasks to assist Mr. Abraham.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-19 |
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