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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-02-21 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
1676 International Drive Suite 640, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dickinson College | Carlisle | PA | 09/2014 | 06/2018 |
| Round Rock Advisors | New Canaan | CT | 06/2014 | 06/2017 |
| Charles Schwab | Phoenix | AZ | 06/2017 | 08/2017 |
| Dickinson College | Carlisle | PA | 09/2014 | 06/2018 |
| Brighton Jones Llc | Mclean | VA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-15 |
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