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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-02-05 |
Branch Locations
Issaquah, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Issaquah | WA | 10/2012 | 09/2016 |
| Capital Planning Llc | Bellevue | WA | 02/2017 | 04/2018 |
| Unemployed | Issaquah | WA | 09/2016 | 02/2017 |
| Eq Wealth Management | Bellevue | WA | 02/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-27 |
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