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14205 Se 36Th St Ste 100, Bellevue, WA 98006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-09-30 |
Branch Locations
14205 Se 36Th Street Suite 100, Bellevue, WA 98006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 05/2014 | 09/2019 |
| Next Steps Advisors, Inc. | Bellevue | WA | 11/2015 | Present |
NEXT STEP ADVISORS - INVESTMENT RELATED - SAME ADDRESS - DBA - OWNER - 12/1/2015 - 160 HRS/MO, 100 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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