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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-08 |
Branch Locations
10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Bellevue | WA | 03/2025 | 10/2025 |
| Momentum Wealth Advisors | Bellevue | WA | 02/2024 | 09/2025 |
| Saltchuk Shared Services | Seattle | WA | 12/2023 | 10/2025 |
| Commercial Fishing In South East Alaska | Petersburg | AK | 06/2017 | 09/2022 |
| Student | Seattle | WA | 09/2014 | 06/2022 |
| Unemployed | Seattle | WA | 06/2022 | 12/2023 |
| Osaic Wealth, Inc | Bellevue | WA | 10/2025 | Present |
| Momentum Wealth Advisors | Bellevue | WA | 10/2025 | Present |
1. JB LEARNING LLC DBA CHESS CHEVRA POSITION: Chess Instructor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/23/2025 ADDRESS: 273 Montgomery Ave, Suite 205, Bala Cynwyd PA 19004, United States DESCRIPTION: I will be teaching a chess after-school program for middle school students. 2. MOMENTUM WEALTH ADVISORS POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/14/2025 ADDRESS: 10900 NE 4th St, Ste 2300 #2413, Bellevue WA 99201, United States DESCRIPTION: Insurance sales & service for various carriers. Marketing name for financial services business. Provide administrative support for office. 3. BLUE SPRUCE FINANCIAL, LLC POSITION: Founder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/13/2026 ADDRESS: 18212 36th Ave W, J08, Lynnwood WA 98037, United States DESCRIPTION: This is my passthrough entity for business expenses and taxation (securities and insurance revenue).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
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