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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2026-01-22 |
| WA | RA | APPROVED | 2026-01-08 |
Branch Locations
617 Eastlake Avenue East Suite 100, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Directional Financial Services | Seattle | WA | 07/2016 | 03/2021 |
| Empirical Wealth Management | Seattle | WA | 09/2015 | 03/2021 |
| Badgley Phelps Wealth Managers | Seattle | WA | 04/2021 | 06/2022 |
| Sei Investments Management Corp | Oaks | PA | 07/2022 | 11/2024 |
| Tiaa | Seattle | WA | 12/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 12/2025 | Present |
| Taiyo Pacific Partners | Kirkland | WA | 11/2024 | 06/2025 |
| Unemployed | Seattle | WA | 06/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-15 |
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