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Port Orchard, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Welath Management | Seattle | WA | 11/2013 | 01/2019 |
| Bernstein Private Welath Management | Seattle | WA | 01/2019 | 03/2023 |
| Stolz & Associates, Ps | Seattle | WA | 07/2023 | Present |
| Unemployed | Seattle | WA | 03/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-17 |
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