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10655 Ne 4Th St. Suite #300, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-04 |
Branch Locations
10655 Ne 4Th St. Suite #300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmms Wealth Advisory Llc | Bellevue | WA | 05/2024 | Present |
| Julien Unger & Associates Pllc | Kirkland | WA | 11/2023 | Present |
| Berntson Porter & Company Pllc | Bellevue | WA | 10/2007 | 05/2021 |
| Cbiz | Bellevue | WA | 05/2021 | 11/2021 |
| Nw Unger Cpa Pllc | Bellevue | WA | 11/2021 | 11/2023 |
Julien Unger & Associates PLLC. Non-investment-related. 11335 NE 122nd Way, Suite 105 Kirkland WA 98034. Accounting and Tax Preparation company. Owner since November 2023. 40 hours/week, all of which are during trading hours. Nathan holds a CPA and does accounting work and tax preparation for this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-25 |
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