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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-05 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
15117 Main St Ste 207A, Mill Creek, WA 98012-9035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Edmonds | WA | 06/2016 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Edmonds | WA | 03/2018 | 06/2021 |
| Thrivent Advisor Network Dba Inflection Wealth Management | Mill Creek | WA | 06/2021 | 06/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | 06/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | 06/2025 |
| Alongside, Llc | Austin | TX | 06/2025 | Present |
FIXED INSURANCE POSITION: Agent NATURE: Fixed/Traditional Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: 15117 Main Street Suite 207A, Mill Creek WA 98102, United States DESCRIPTION: Sales of fixed/traditional insurance PATRICK SCANLAN PHOTOGRAPHY POSITION: Photographer/Owner NATURE: Wedding and family portraiture INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: 2306 118th Ave SE, Lake Stevens WA 98258, United States DESCRIPTION: Photography for weddings in and around the Seattle area as well as family portraiture. Photography and editing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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