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11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-22 |
| NH | RA | APPROVED | 2024-02-27 |
| AK | RA | APPROVED | 2024-02-23 |
| CA | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED_RES | 2024-02-23 |
| WA | RA | APPROVED | 2024-02-22 |
Branch Locations
11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Hayden Lake | ID | 05/2018 | 04/2021 |
| Wells Fargo Bank N.A. | Spokane | WA | 04/2021 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Spokane | WA | 04/2021 | 08/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2021 | 04/2023 |
| Cascade Guided Wealth | Bellevue | WA | 08/2021 | 08/2023 |
| Wells Fargo Bank N.A | Coeur D'ALene | ID | 05/2016 | 05/2017 |
| Wells Fargo Bank, Na | Hayden Lake | ID | 05/2017 | 05/2018 |
| Wells Fargo Clearingservices, Llc | Hayden Lake | ID | 05/2018 | 04/2021 |
| Cetera Investment Advisors Llc | Schaumburg | IL | 04/2023 | 02/2024 |
| Fls Financial Group, Llc | Tacoma | WA | 09/2023 | 12/2023 |
| Mainsail Financial Group | Bellevue | WA | 02/2024 | Present |
1. NAME OF OTHER BUSINESS: FLY RANCH; INVESTMENT RELATED: NO; ADDRESS: SAINT MARIES, ID; NATURE OF BUSINESS: FAMILY RANCH; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: NONE; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, PERSONAL FAMILY RANCH USED TO SELL TIMBER OFF OF THE LAND, LEASE THE LAND FOR PASTURE RENT, AND RENT OUT THE HOME ON THE PROPERTY AND COLLECT RENTAL INCOME. 2. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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