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2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
Branch Locations
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telos Capital Management, Inc. | San Diego | CA | 03/2021 | 04/2025 |
| North Western Mutual | San Diego | CA | 12/2020 | 03/2021 |
| Unemployed | San Diego | CA | 03/2020 | 12/2020 |
| San Diego State University | San Diego | CA | 08/2019 | 03/2020 |
| Student | San Diego | CA | 01/2012 | 05/2021 |
| Northwest Asset Management | Mercer Island | WA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
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