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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-02 |
| WA | RA | APPROVED | 2023-02-24 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Seattle | WA | 06/2021 | Present |
| King County | Woodinville | WA | 01/2020 | 01/2021 |
| King County | Woodinville | WA | 10/2019 | 01/2020 |
| Roi Solutions | American Fork | UT | 05/2017 | 10/2018 |
| Ulta Beauty | Redmond | WA | 05/2016 | 12/2016 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2016 | 04/2017 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2017 | 07/2018 |
| Unemployed | Woodinville | WA | 01/2021 | 06/2021 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2018 | 07/2019 |
| Unemployed | Rexburg | ID | 07/2019 | 10/2019 |
* 444598- Doordash; Investment related-No; San Francisco, California; Restaurant/Bar/Nightclub, Other; Employee(proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 15; Labor/Service *622697 - Floyd Glass & Remodel LLC; Investment related: Yes; Bothell, Washington; Construction/Engineering; Agent(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 10; Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-11 |
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