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Current Employers
Lifefocus Financial Advisors, Llc

420 Wellington Ave Suite 101, Walla Walla, WA 99362 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-12-01
  • WA RA
    APPROVED
    Since 2023-12-01

Branch Locations

420 Wellington Ave Suite 101, Walla Walla, WA 99362 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifefocus Financial Advisors Llc Walla Walla WA 11/2023 Present
City Of Olympia Olympia WA 10/2021 Present
Springbrook Software Spokane WA 07/2020 06/2021
City Of Olympia Olympia WA 07/2021 10/2022
Bias Software Spokane WA 06/2018 06/2020
Howell Munitions And Technology Lewiston ID 11/2017 05/2018
Lewis Clark State College Lewiston ID 09/2013 11/2017
  • 11/2023 → Present
    Walla Walla, WA
  • 10/2021 → Present
    City Of Olympia
    Olympia, WA
  • 07/2020 → 06/2021
    Springbrook Software
    Spokane, WA
  • 07/2021 → 10/2022
    City Of Olympia
    Olympia, WA
  • 06/2018 → 06/2020
    Bias Software
    Spokane, WA
  • 11/2017 → 05/2018
    Howell Munitions And Technology
    Lewiston, ID
  • 09/2013 → 11/2017
    Lewis Clark State College
    Lewiston, ID
Other Businesses

City of Olympia Not investment related 601 4th Ave. E, Olympia, WA 98501 Municipality Senior Accountant Employee 07/06/2021 160 hours 140 hours Senior accountant responsible for preparing financial statements and maintaining the general ledger

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-27
  • S65 Uniform Investment Adviser Law Examination
    2023-11-27

View on SEC IAPD

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