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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors | Bellvue | WA | 10/2023 | 01/2025 |
| Trellis Advisors | Seattle | WA | 04/2023 | 10/2023 |
| Homemaker | Tacoma | WA | 12/2022 | 03/2023 |
| Olympia Police Department | Olympia | WA | 03/2022 | 11/2022 |
| Trellis Advisors | Seattle | WA | 03/2021 | 03/2022 |
| Triad Financial Strategies | Tacoma | WA | 09/2020 | 03/2021 |
| Cheyette & Associates, Inc | Seattle | WA | 01/2017 | 06/2019 |
| International Parking Management | Seattle | WA | 05/2016 | 12/2016 |
| Trellis Advisors | Seattle | WA | 06/2019 | 09/2020 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 03/2025 | Present |
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