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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-06 |
| WA | RA | APPROVED | 2022-07-18 |
Branch Locations
10900 Ne 4Th Street Ste 200, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lynnwood | WA | 10/2013 | 01/2017 |
| J.P. Morgan Securities Llc | Seattle | WA | 05/2018 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 05/2018 | 07/2019 |
| Johns Hopkins University | Baltimore | MD | 01/2017 | 03/2021 |
| Hsbc Bank Usa, N.A. | Redmond | WA | 07/2019 | 07/2020 |
| Hsbc Securities (Usa) Inc. | Redmond | WA | 07/2019 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/2020 | 05/2021 |
| Bank Of America N.A. | Bellevue | WA | 08/2020 | 05/2021 |
| Charles Schwab & Co., Inc. | Bellevue | WA | 05/2021 | 07/2022 |
| Charles Schwab Bank, Ssb | Bellevue | WA | 05/2021 | 07/2022 |
| East West Bank | Bellevue | WA | 07/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 07/2022 | Present |
| Cetera Investment Advisers Llc | Bellevue | WA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-02 |
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