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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-10 |
| WA | RA | APPROVED | 2021-05-10 |
Branch Locations
1499 W. Palmetto Park Road Suite 401, Boca Raton, FL 33486 • United States
Poulsbo, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Seattle | WA | 11/2013 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bainbridge Island | WA | 04/2020 | 04/2021 |
| Bank Of America, N.A. | Bainbridge Island | WA | 04/2020 | 04/2021 |
| Advisors Asset Management, Inc | Monument | CO | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-01 |
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