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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
| WA | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Coupeville | WA | 09/2015 | 01/2022 |
| Stifel Independent Advisors, Llc | Coupeville | WA | 01/2022 | 08/2026 |
| Equitable Advisors, Llc | Coupeville | WA | 08/2026 | Present |
Terra Firma Wealth Management; 107 S Main St, Coupeville, WA 98239; Financial Advise; 20% Owner; 01/25/2021; 16 Hours per Week; Not During Securities Trading Hours; Investment-Related. Terra Firma 401K; 107 S Main St, Coupeville, WA 98239; CoTrustee; 9/15/15; 0 hours per day; not during sec trading hours; inv related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-15 |
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