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Brier, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| WA | RA | APPROVED | 2020-08-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2015 | 06/2018 |
| Georgetown University | Washington | DC | 08/2015 | 06/2018 |
| Ameriprise Financial Services Inc | Mercer Island | WA | 06/2018 | 07/2020 |
| Greenrock Asset Management | Brier | WA | 07/2020 | Present |
Real Estate Ownership; Single Family; Bremerton WA 98311; Not Investment Related; July 2018/ Lot/Land; Nevada; Not Investment Related; Aug 2015. Business Ownership; Lalich Principle Consortium; Owner; Holding Company for other interest, Optometry Business Applying as S Corp; Seattle WA 98104; Not Investment Related; Oct 2018; 1-9 hours per month; 0 during trading hours/ Rust Gym Inc.; CEO, Board Chairman; Our Educators teach computer programming to our students for a subscription service, eventually earning certification in the ground breaking computer language; Bremerton, WA 98311; Not investment related; Oct 2019; 10-19 hours per month; o during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
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