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Financial Freedom For Dentists LLC CRD 301981
$182M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
34627 Se Swenson Dr. Suite 100, Snoqualmie, WA 98065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-05 |
Branch Locations
34627 Se Swenson Dr. Suite 100, Snoqualmie, WA 98065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Freedom For Dentists Llc | Snoqualmie | WA | 09/2023 | Present |
| Financial Freedom For Dentists Llc | Snoqualmie | WA | 09/2022 | Present |
| Beehive Federal Credit Union | Rexburg | ID | 06/2020 | 12/2022 |
| Full-Time Student | Rexburg | ID | 01/2019 | 12/2022 |
| Advanced Fire Protection Inc. | Woodinville | WA | 05/2019 | 12/2019 |
| Northwest Landscaping Services | Woodinville | WA | 04/2019 | 05/2019 |
| Servpro | Snohomish | WA | 10/2018 | 12/2018 |
| Missionary | San Jose | 10/2016 | 10/2018 | |
| Northwest Landscaping Services | Woodinville | WA | 07/2016 | 10/2016 |
| Monroe Vision Clinic | Monroe | WA | 07/2008 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-27 |
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