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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-26 |
| WA | RA | APPROVED | 2025-06-26 |
Branch Locations
11911 Ne 1St St Suite 312, Bellevue, WA 98005 • United States
11911 Ne 1St Street Suite 312, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 1997-10-20 |
Branch Locations
11911 Ne 1St Street Suite 312, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Bellevue | WA | 06/2025 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 12/1990 | 06/2025 |
| Senior Financial Advisors, Inc. | Bellevue | WA | 12/1990 | Present |
| Senior Financial Advisors, Inc. | Bellevue | WA | 06/2025 | Present |
(1) Name of Business: WM Wealth Management LLC Address: 11911 NE 1st St Ste 312, Bellevue, WA, 98005-3057, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/25/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing the LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-28 |
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