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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Credit Union | Lacey | WA | 05/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisers Llc | Lacey | WA | 04/2026 | Present |
| Cuso Financial Services Lp | San Diego | CA | 05/2014 | 06/2020 |
| Power Financial Credit Union | Pembroke Pines | FL | 05/2014 | 07/2017 |
| University Credit Union | Los Angeles | CA | 07/2017 | 03/2025 |
| Copper Financial Network Llc | Lenexa | KS | 07/2020 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-17 |
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