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Gig Harbor, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | North Scottsdale | AZ | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | North Scottsdale | AZ | 11/2016 | 01/2018 |
| Ubs Financial Services Inc | Bellevue | WA | 03/2018 | 10/2019 |
| Parcion Private Wealth Management | Bellevue | WA | 10/2019 | 07/2021 |
| D.A. Davidson & Co. | Seattle | WA | 07/2021 | 12/2025 |
| Gensphere Private Wealth, Llc | Gig Harbor | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-22 |
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