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505 5Th Avenue South Suite 104, Edmonds, WA 98020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-03 |
Branch Locations
505 5Th Avenue South Suite 104, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2013 | 03/2019 |
| Tradewinds Capital Management, Llc | Bellingham | WA | 03/2019 | 04/2022 |
| Pacific Sage Partners, Llc | Edmonds | WA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-29 |
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