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500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-02 |
Branch Locations
Spokane Valley, WA • United States
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consilio Wealth Advisors, Llc | Bellevue | WA | 06/2024 | Present |
| Blue Trust | Bothell | WA | 08/2023 | 06/2024 |
| Blue Trust | Bothell | WA | 06/2022 | 07/2022 |
| The Club At Snoqualmie Ridge | Snoqualmie | WA | 04/2018 | 08/2019 |
| The Club At Snoqualmie Ridge | Snoqualmie | WA | 05/2017 | 09/2017 |
| The Club At Snoqualmie Ridge | Snoqualmie | WA | 05/2016 | 09/2016 |
| Student | Snoqualmie | WA | 09/2016 | 05/2017 |
| George Fox University | Newberg | OR | 08/2019 | 05/2023 |
| Student | Snoqualmie | WA | 09/2017 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
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