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11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-21 |
| AK | RA | APPROVED | 2025-10-20 |
| OR | RA | APPROVED | 2025-10-20 |
| CA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED_RES | 2025-10-17 |
| WA | RA | APPROVED | 2025-10-16 |
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 |
|---|---|---|---|---|
| Lnw Wealth Management, Llc | Seattle | WA | 11/2018 | 07/2025 |
| Verus Investments | Seattle | WA | 05/2018 | 11/2018 |
| Unemployed | Seattle | WA | 12/2016 | 05/2018 |
| Segal Marco Advisors | New York | NY | 06/2011 | 12/2016 |
| Mainsail Financial Group, Llc | Seattle | WA | 09/2025 | Present |
| Mainsail Financial Group, Llc | Bellevue | WA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-05 |
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