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10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-16 |
Branch Locations
10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc/Strategic Advisers, Inc. | Tukwila | WA | 01/2016 | 09/2016 |
| Charles Schwab & Co., Inc. | Redmond | WA | 03/2018 | 03/2019 |
| Charles Schwab Bank | Redmond | WA | 03/2018 | 03/2019 |
| Unemployed | Redmond | WA | 09/2016 | 02/2018 |
| Brighton Jones | Seattle | WA | 07/2019 | 04/2022 |
| Unemployed | Seattle | WA | 03/2019 | 07/2019 |
| Badgley Phelps Wealth Managers | Seattle | WA | 04/2022 | 09/2024 |
| Avier Wealth Advisors | Bellevue | WA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-28 |
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