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1215 Fourth Avenue Suite 2200, Seattle, WA 98161 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-11 |
Branch Locations
1215 Fourth Avenue Suite 2200, Seattle, WA 98161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wafd Wealth, Inc | Seattle | WA | 01/2026 | Present |
| Parametric / Morgan Stanley | Seattle | WA | 03/2017 | 01/2026 |
| Russell Investments | Seattle | WA | 01/2015 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
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