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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
8150 N. Central Expressway Suite 875, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 09/2018 | 07/2021 |
| University Of Cincinnati | Cincinnati | OH | 08/2014 | 04/2018 |
| Taft's Ale House | Cincinnati | OH | 11/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | IN | 06/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 10/2018 | 07/2021 |
| Vincere Wealth Management, Llc | Indianapolis | IN | 07/2021 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 06/2018 | 09/2018 |
| Lifeworks Advisors, Llc | Dallas | TX | 05/2024 | 12/2025 |
| Brighton Jones | Dallas | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
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