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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-21 |
Branch Locations
10400 Ne 4Th St. Suite 400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parcion Private Wealth Llc | Bellevue | WA | 04/2021 | 11/2021 |
| Unemployed | Pittsburgh | PA | 01/2020 | 04/2021 |
| Unemployed | Pittsburgh | PA | 08/2019 | 12/2019 |
| Carnegie Mellon University | Pittsburgh | PA | 01/2019 | 07/2019 |
| Unemployed | Pittsburgh | PA | 08/2018 | 12/2018 |
| Diageo | Norwalk | CT | 07/2016 | 07/2018 |
| Morgan Stanley | Kirkland | WA | 10/2023 | 01/2024 |
| Ernst & Young Llp | Seattle | WA | 12/2021 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | 03/2026 |
| D.A. Davidson & Co. | Bellevue | WA | 04/2026 | Present |
Owner of Living Well LLC (WA state LLC). Address is 225 8th Ave, Kirkland, WA 98033. The nature of business is lifestyle / mental health education. The business is NOT investment-related. I devote approximately 2-4 hours a month to this business. No time is spent on this business during securities trading hours. My current duties are administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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