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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-10 |
| WA | RA | APPROVED | 2022-09-13 |
Branch Locations
5401 32Nd Ave Nw Ste 201, Gig Harbor, WA 98335 • United States
Olympia, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Olympia | WA | 09/2019 | 09/2022 |
| Bank Of America, N.A. | Olympia | WA | 09/2019 | 09/2022 |
| Ameriprise Financial Services, Llc | Gig Harbor | WA | 09/2022 | Present |
Outside Employment; Scannell LLC; Associate Financial Advisor - I meet with clients in a comprehensive planning capacity; ; 7525 SE 24th St Suite 120, , Mercer Island, WA, 98040; Investment-Related; 09/09/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-15 |
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