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CRD 284357
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MELINDA JANELLE CRARY | Certified Financial Planner | MOUNTLAKE TERRACE, WA | Bellevue, WA | Seattle, WA | 9 | 28 | 2 | no |
| Samantha Marie Kirby | Certified Financial Planner | Seattle, WA | MOUNTLAKE TERRACE, WA | Bellingham, WA | Bellevue, WA | 9 | 11 | n/a | no |
| Joann Nieciecki | n/a | MOUNTLAKE TERRACE, WA | Naperville, IL | 4 | 23 | n/a | no |
| Martha Jane McNeely | n/a | Bellevue, WA | Renton, WA | Seattle, WA | 2 | 12 | n/a | no |
| Penelope Claire C Holmes | Certified Financial Planner | MOUNTLAKE TERRACE, WA | Atlanta, GA | 0 | 13 | 1 | no |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | n/a | 0 | 0 | 0 | 1 | 1 |