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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epic Ventures | Salt Lake City | UT | 01/2020 | 05/2020 |
| Bruegel | Brussels | 08/2019 | 11/2019 | |
| Balsam Living Inc. | Bainbridge Isalnd | WA | 05/2019 | 07/2019 |
| Subway | Bainbridge Island | WA | 07/2018 | 08/2018 |
| Sushiko | Bainbridge Island | WA | 06/2019 | 12/2020 |
| Lds Church | Bucharest | 01/2017 | 06/2018 | |
| Brigham Young University | Provo | UT | 08/2016 | 06/2021 |
| Think Tank | Bainbridge Island | WA | 05/2020 | 07/2020 |
| Byu Economics Department | Provo | UT | 04/2020 | 05/2021 |
| Brighton Jones | Seattle | WA | 06/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-10 |
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