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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-19 |
| CA | RA | APPROVED | 2025-11-17 |
| WA | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Recreational Equipment, Inc. | Lynnwood | WA | 10/2010 | 09/2016 |
| Edmonds Public Schools | Lynnwood | WA | 01/2011 | 08/2025 |
| Horace Mann Investors, Inc. | Springfield | IL | 05/2016 | 06/2025 |
| Horace Mann Companies | Springfield | IL | 07/2016 | 06/2025 |
| Apples To Zebras Insurance, Llc | Lynnwood | WA | 06/2025 | 08/2025 |
| Guardian Life Insurance Company | Lynnwood | WA | 08/2025 | Present |
| Park Avenue Securities | Lynnwood | WA | 08/2025 | Present |
Apples to Zebras Insurance LLC 07/01/2016 19105 36th Ave W. Ste 101 Lynnwood WA 98036 3 hours per month 3 hours during trading hours Not investment related 76-100% Annual Percentage Edmonds School District-Substitute teacher 1/11/20211 20420 68th Ave W. Lynnwood WA 98036 18 hours per month 16 hours during trading hours Not investment related Less than 10% Annual Percentage Girl Scouts of Western Washington-Troop 41461 09/23/2023 14822 Meadow Rd Lynnwood WA 98087 10 hours per month 0 hours during trading hours Not investment related Outside Insurance Sales 07/31/2025 19105 36th Ave W Ste 100 Lynnwood WA 98036 5 hours per month 5 hours during trading hours Yes investment related 10-25% Annula percentage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-15 |
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