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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-29 |
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
11911 Ne 1St Street Suite 306, Bellevue, WA 98005 • United States
New York, NY • United States
420 Lexington Avenue Suite 1613, New York, NY 10170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Portland | Portland | OR | 05/2015 | 05/2020 |
| University Of Portland | Portland | OR | 08/2018 | 05/2019 |
| Access Securities | Stamford | CT | 05/2018 | 08/2018 |
| Country Financial | Portland | OR | 05/2017 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | Present |
| Unemployed | New York | NY | 05/2020 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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