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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
| WA | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terra Firma Wealth Management | Coupeville | WA | 05/2022 | 08/2022 |
| Terra Firma Wealth Management | Coupeville | WA | 05/2021 | 08/2021 |
| Stifel | Coupeville | WA | 07/2023 | 08/2026 |
| Prairie Center | Coupeville | WA | 03/2020 | 09/2020 |
| Penn Cove Farms | Oak Harbor | WA | 03/2018 | 12/2019 |
| Washington State University | Pullman | WA | 08/2019 | 05/2023 |
| Coupeville High School | Coupeville | WA | 08/2015 | 07/2019 |
| Equitable Advisors, Llc | Coupeville | WA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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