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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-28 |
| WA | RA | APPROVED | 2021-01-15 |
Branch Locations
11900 Ne 1St Street Suite 300-3037, Bellevue, WA 98005 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bellevue | WA | 10/2014 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 01/2019 |
| Alpha Cubed Investments | Irvine | CA | 01/2019 | 01/2021 |
| Strait & Sound Wealth Management Llc | Bellevue | WA | 01/2021 | Present |
Life & Health Insurance Sales, investment related, start date 03/2013. 3 hours per month. 0 hours during trade hours. Duties include providing life & health insurance products in select cases where it is suitable for a client.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-07 |
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