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Current Employers
Creative Money Llc

Mountlake Terrace, WA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-06
WA RA APPROVED 2017-04-28
  • CA RA
    APPROVED
    Since 2024-11-06
  • WA RA
    APPROVED
    Since 2017-04-28

Branch Locations

Mountlake Terrace, WA • United States

1201 Third Avenue Suite 2200, Seattle, WA 98101 • United States

800 Bellevue Way Ne, Bellevue, WA 98004 • United States

Bellingham, WA • 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
Creative Money Llc Mountlake Terrace WA 08/2015 03/2017
Creative Money Llc Mountlake Terrace WA 04/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-27
  • S65 Uniform Investment Adviser Law Examination
    2017-04-27
Designations

View on SEC IAPD

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