| Date | Description |
|---|
| 2023-03-23 |
update person_title Shaun Dean: Investment Adviser; Representative => Investment Adviser Representative / Co - Founder |
| 2021-08-04 |
delete address 7108 Chicago Ave, Suite 4 Richfield, MN 55423 |
| 2021-08-04 |
delete email br..@kirklandfa.com |
| 2021-08-04 |
delete person Bryan Halicki |
| 2021-08-04 |
delete phone 612-429-1888 |
| 2021-08-04 |
insert about_pages_linkeddomain mshowells.com |
| 2021-08-04 |
insert about_pages_linkeddomain sec.gov |
| 2021-08-04 |
insert index_pages_linkeddomain kirklandfinancialadvisers.com |
| 2021-08-04 |
insert index_pages_linkeddomain mshowells.com |
| 2021-08-04 |
insert index_pages_linkeddomain sec.gov |
| 2021-08-04 |
update person_title Chuck Scheinbaum: Investment Advisor; Representative => Investment Adviser; Representative |
| 2021-08-04 |
update person_title Shaun Dean: Investment Advisor Representative / Co - Founder => Investment Adviser; Representative |
| 2021-02-07 |
delete email on..@kirklandfa.com |
| 2021-02-07 |
delete person Ony Pius |
| 2021-02-07 |
insert about_pages_linkeddomain sipc.org |
| 2021-02-07 |
insert index_pages_linkeddomain sipc.org |
| 2021-02-07 |
insert phone 612-429-1888 |
| 2019-09-03 |
delete source_ip 69.89.31.141 |
| 2019-09-03 |
insert source_ip 162.241.216.179 |
| 2019-07-02 |
insert address 7108 Chicago Ave, Suite 4 Richfield, MN 55423 |
| 2019-07-02 |
insert email br..@kirklandfa.com |
| 2019-07-02 |
insert person Bryan Halicki |
| 2019-05-26 |
insert email on..@kirklandfa.com |
| 2019-05-26 |
insert person Ony Pius |
| 2018-03-26 |
insert address 4444 NE Sunset Blvd, Suite 2-034
Renton, WA 98056 |
| 2018-03-26 |
insert email ch..@kirklandfa.com |
| 2017-12-14 |
delete email mi..@fsic.com |
| 2017-12-14 |
delete index_pages_linkeddomain emaplan.com |
| 2017-12-14 |
delete index_pages_linkeddomain p2graphicdesign.com |
| 2017-12-14 |
delete index_pages_linkeddomain schwab.com |
| 2017-12-14 |
delete person Tripp Hook |
| 2017-12-14 |
update description |
| 2017-08-08 |
update person_title Shaun Dean: Registered Investment Representative => Investment Advisor; Representative; Registered Investment Representative |
| 2017-08-08 |
update person_title Tim Bovey: null => Investment Advisor; Representative |
| 2016-12-08 |
delete fax 206-202-0378 |
| 2016-12-08 |
insert address 152 3rd Avenue S, Suite 202
Edmonds, WA 98203 |
| 2016-12-08 |
insert email fs..@fsic.com |
| 2016-12-08 |
insert fax 877-265-5676 |
| 2016-12-08 |
insert phone 206.386.5475 |
| 2016-09-09 |
delete about_pages_linkeddomain stevepillitugraphicdesign.com |
| 2016-09-09 |
delete contact_pages_linkeddomain stevepillitugraphicdesign.com |
| 2016-09-09 |
delete index_pages_linkeddomain stevepillitugraphicdesign.com |
| 2016-09-09 |
insert about_pages_linkeddomain p2graphicdesign.com |
| 2016-09-09 |
insert contact_pages_linkeddomain p2graphicdesign.com |
| 2016-09-09 |
insert index_pages_linkeddomain p2graphicdesign.com |
| 2015-08-09 |
delete about_pages_linkeddomain everbankadvisor.com |
| 2015-08-09 |
delete address 413 14th Avenue West
Kirkland, WA 98033 |
| 2015-08-09 |
delete contact_pages_linkeddomain everbankadvisor.com |
| 2015-08-09 |
delete index_pages_linkeddomain everbankadvisor.com |
| 2015-08-09 |
insert about_pages_linkeddomain emaplan.com |
| 2015-08-09 |
insert address 1524 Market Street, Suite 100
Kirkland, WA 98033 |
| 2015-08-09 |
insert contact_pages_linkeddomain emaplan.com |
| 2015-08-09 |
insert index_pages_linkeddomain emaplan.com |
| 2015-08-09 |
update primary_contact 413 14th Avenue West
Kirkland, WA 98033 => 1524 Market Street, Suite 100
Kirkland, WA 98033 |
| 2014-10-10 |
delete person Lindsay Cleal |
| 2014-08-11 |
insert email mi..@kirklandfa.com |
| 2014-08-11 |
insert email sh..@kirklandfa.com |
| 2014-08-11 |
insert email ti..@kirklandfa.com |
| 2014-08-11 |
update person_title Tim Bovey: Shaun Dean & Lindsay Cleal => null |