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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-28 |
Branch Locations
225 108Th Avenue Ne Suite 800, Bellevue, WA 98004 • United States
Everett, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Redmond | WA | 06/2015 | 07/2021 |
| Us Bank | Redmond | WA | 09/2016 | 07/2021 |
| Ubs Financial Services | Bellevue | WA | 07/2021 | Present |
1. Lighthouse Cooperative, WashingtonUnited States-98208, Co-operation, Charity, provide co-operative learning for elementary aged children at Jefferson elementary school. Building community through hosting family events and bringing parents into the classrooms, Member of Board of directors, assist Treasurer in bookkeeping and reporting tasks, start date-7/1/2024. 2.Bright City Church,WAUnited States,religious entity,Member of a committee representing the interests of any third party,Attend annual budget and quarterly finance meetings,Start date -11/3/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-04 |
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