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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-25 |
Branch Locations
626 120Th Ave Ne Suite 102, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2023 | 02/2025 |
| Utilifleet Llc | Federal Way | WA | 01/2022 | 12/2023 |
| United Parcel Service | Seattle | WA | 07/2014 | 12/2021 |
| Pacific Coast Container | Tacoma | WA | 03/2022 | 04/2023 |
| Cascaded Guided Wealth | Bellevue | WA | 03/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | Present |
1. NAME OF OTHER BUSINESS: CASCADED GUIDED WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: TO WORK WITH EXISTING CLIENTS OF CASCADE GUIDED WEALTH AND ONBOARD NEW CLIENTS. I WILL WORK WITH THESE CLIENTS TO GROW AND PROTECT THEIR ASSETS IN ACCORDANCE WITH THEIR NEEDS AND GOALS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
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