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3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-20 |
Branch Locations
3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2021 | 03/2024 |
| Cedar Park Christian School | Bothell | WA | 01/2011 | 06/2017 |
| Washington State University | Pullman | WA | 08/2017 | 05/2021 |
| Mill Creek Country Club | Mill Creek | WA | 04/2017 | 08/2018 |
| Enterprise Rent-A-Car | Redmond | WA | 05/2019 | 08/2019 |
| Fortis Capital Management Llc | Bellevue | WA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-16 |
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