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115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2019-05-28 |
| WA | RA | APPROVED | 2019-05-28 |
Branch Locations
115 2Nd Avenue North Suite 200, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 06/2007 | 12/2019 |
| Sage Advisors, Llc | Edmonds | WA | 05/2019 | Present |
| Kms Financial Services, Inc. | Seattle | WA | 06/2007 | 05/2019 |
*INSURANCE - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 1987 - 6 HRS/MO - 3 HRS/MO DURING TRADING HRS - LTC, DISABILITY, HEALTH AND TERM INSURANCE SALES *SAGE ADVISORS LLC - INVESTMENT RELATED - SAME ADDRESS - INDEPENDENT RIA - PART OWNER - 2001 - 1 HR/MO, 0 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-08 |
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