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12505 Bel-Red Road Suite 200, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-13 |
Branch Locations
12505 Bel-Red Road Suite 200, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired | Toronto | 08/2015 | 12/2018 | |
| American Pacific Mortgage Corp | Roseville | CA | 12/2018 | 01/2019 |
| Loan Depot | Bellevue | WA | 08/2019 | 09/2021 |
| Mason Mcduffie Mortgage Corp | Seattle | WA | 09/2021 | 06/2022 |
| Nexa Mortgage, Llc | Chandler | AZ | 06/2022 | Present |
| Clear Creek Financial Management, Llc | Silverdale | WA | 05/2024 | 02/2025 |
| Icue Investments Llc | Ocean Shores | WA | 08/2015 | 09/2021 |
| Snider Retirement Strategies, Inc. | Bellevue | WA | 02/2025 | Present |
1) KK Loans, LLC dba NEXA Mortgage, LLC; investment-related; 3100 W Ray Road #201, Chandler, AZ 85226; Mortgage Broker; Approx. 5% of time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-02 |
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