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11335 Ne 122Nd Way Suite 105, Kirkland, WA 98034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-24 |
Branch Locations
11335 Ne 122Nd Way Suite 105, Kirkland, WA 98034 • United States
Kirkland, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington Bothell | Bothell | WA | 08/2015 | 07/2018 |
| Walden University | Minneapolis | MN | 06/2010 | 08/2020 |
| Hcb Digital Llc | Bothell | WA | 07/2014 | 12/2022 |
| Abacus Financial Planning Llc | Kirkland | WA | 10/2023 | Present |
| Independent Consulting | Kirkland | WA | 01/2022 | Present |
| National University | San Diego | CA | 01/2026 | Present |
Mary Bold is an adjunct professor at National University/ JFK School of Psychology and Social Sciences. This activity amounts to up to 72.5 percent of her time during trading hours. Non investment related Address: 9388 Lightwave Ave, San Diego, CA 92123
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
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