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401 Union Street 18Th Floor, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-12 |
| WA | RA | APPROVED | 2025-06-12 |
Branch Locations
401 Union Street 18Th Floor, Seattle, WA 98101 • United States
Palm Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | San Francisco | CA | 09/2014 | 12/2017 |
| Blackrock Investments. Llc | San Francisco | CA | 09/2014 | 12/2017 |
| American Century Investment Services Inc | Kansas City | MO | 12/2017 | 04/2023 |
| Texas Capital Bank | Dallas | TX | 04/2023 | 03/2025 |
| Tcbi Securities | Dallas | TX | 04/2023 | 03/2025 |
| Russell Investments | Seattle | WA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-29 |
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