Broker Check

(800) 642-5686 ex. 1079




Solomon M. Karmel

Designated Registered Principal & Financial Planner

(425) 454 2285 ext. 1080

Solomon M. Karmel is a Princeton University Ph.D.; former London School of Economics academic; former Puget Sound Business Journal columnist; and Bellevue-based broker-dealer representative, investment consultant, and insurance...

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Christopher P. Lewis

Private Wealth Consultant

(949) 300-9024

(425) 454-6608

Christopher P. Lewis is a private wealth consultant holding both Series 7 and 66 securities licenses. He is also insurance and annuity licensed in various states. Christopher graduated from Stanford University with a Bachelor’s...

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David Rockey

Registered Sales Assistant

425 279-1079

(425) 454-6608

David Rockey, a Bellevue native, studied business and economics at Washington State University. Beginning his career in consumer and mortgage lending, he became a registered broker in time to experience the 1987 stock market crash, the...

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