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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| WA | RA | APPROVED | 2019-04-17 |
Branch Locations
3226 Rosedale Street Suite 200, Gig Harbor, WA 98335 • United States
3226 Rosedale St. Nw Suite 200, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-01-02 |
Branch Locations
3226 Rosedale St. Nw Suite 200, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Gig Harbour | WA | 07/2016 | 04/2019 |
| South Kitsap School District | Port Orchard | WA | 06/2016 | 06/2025 |
| Commonwealth Financial Network | San Diego | CA | 04/2019 | 07/2023 |
| Conestoga Wealth Partners | Gig Harbor | WA | 06/2016 | Present |
| Commonwealth Financial Network | San Diego | CA | 04/2019 | Present |
1. Fixed insurance sales, As of 09/30/19; 5% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
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