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6725 116Th Avenue Ne Suite 150, Kirkland, WA 98033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-12 |
| TX | RA | APPROVED_RES | 2023-05-30 |
| WA | RA | APPROVED | 2022-03-29 |
Branch Locations
6725 116Th Avenue Ne Suite 150, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services Inc. | Seattle | WA | 04/2017 | 11/2020 |
| Unemployed | Duvall | WA | 02/2016 | 04/2017 |
| Securities America, Inc. | Kirkland | WA | 11/2020 | 03/2022 |
| Securities America Advisors, Inc. | Kirkland | WA | 11/2020 | 03/2022 |
| Greystone Financial & Estate Services, Inc. | Kirkland | WA | 12/2019 | Present |
NAME OF OTHER BUSINESS: JOHN ROBERTSON (INDEPENDENT INSURANCE AGENT); INVESTMENT RELATED: YES; ADDRESS: 6725 116TH AVENUE, SUITE 150, KIRKLAND, WA 98033; NATURE OF BUSINESS; INDEPENDENT SALES OF INSURANCE PRODUCTS AND INSURANCE CONSULTING; POSITION; INDEPENDENT INSURANCE AGENT; START DATE: 05/2017; APPROXIMATE NO. HOURS PER MONTH: 10; APPROXIMATE NO. HOURS PER MONTH DURING TRADING HOURS; 5; DUTIES: SALES AND SERVICE RELATED TO INSURANCE PRODUCTS, INCLUDING LIFE INSURANCE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-22 |
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