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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-03 |
Branch Locations
200 1St Ave. W Suite 310, Seattle, WA 98119 • United States
Woodinville, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 08/2016 | 12/2022 |
| Minnesota Life Insurance Co. | St. Paul | MN | 08/2016 | 12/2022 |
| Securian Advisors Northwest | Bellevue | WA | 08/2016 | 12/2016 |
| Securian Advisors Northwest | Seattle | WA | 01/2017 | 12/2022 |
| Dpa Wealth Partners | Issaquah | WA | 02/2023 | Present |
| Commonwealth Financial Network | San Diego | CA | 02/2023 | Present |
Fixed insurance sales; as of 01/03/2023; 1% of time spent during business hours; Conducted at branch location; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-16 |
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