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One East Pratt Street Fifth Floor - East, Baltimore, MD 21202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-18 |
Branch Locations
10500 Ne 8Th Street 20Th Floor, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments Implementation Services, Llc. | Seattle | WA | 09/1996 | 04/2022 |
| Pnc Capital Markets | Bellevue | WA | 05/2023 | Present |
| Garden Leave/Unemployed | Mercer Island | WA | 04/2022 | 05/2023 |
1) Director on the Advisory Board of University of Washington Foster School of Business, a non-profit University; 2) PLT Golf, Advisor/Board Member and Founder, a for profit golf apparel company based in Tacoma, WA; 3) Board Member, Bellevue Chamber of Commerce, a non-profit organization for networking and advocacy of business owners throughout the Puget Sound region.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-12 |
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