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777 North Capitol Street, Ne, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-27 |
Branch Locations
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Fiancial Services | Houston | TX | 05/2013 | 01/2017 |
| Fisher Investments | Camas | WA | 06/2017 | 05/2018 |
| Unemployed | Houstin | TX | 01/2017 | 05/2017 |
| Unemployed | Portland | OR | 05/2018 | 10/2018 |
| Foresters Financial Services | Beaverton | OR | 10/2018 | 06/2019 |
| Foresters Advisory Services | Beaverton | OR | 02/2019 | 06/2019 |
| Cetera Investors | Beaverton | OR | 07/2019 | 06/2020 |
| M Holdings Securities, Inc. | Portland | OR | 09/2021 | 11/2022 |
| Unemployed | Portland | OR | 07/2020 | 08/2021 |
| Missionsquare Investment Services | Washington | DC | 09/2023 | Present |
| Missionsquare Retirement | Washington | DC | 09/2023 | 03/2026 |
| Unemployed | Portland | OR | 12/2002 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
| S66 | Uniform Combined State Law Examination | 2014-04-15 |
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