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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-06 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
11431 Willows Rd Ne Suite 120, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Balance | Bellevue | WA | 01/2016 | 06/2017 |
| Dr. Walters Dmd | Bellevue | WA | 08/2017 | 04/2020 |
| City Of Bellevue | Bellevue | WA | 07/2018 | 02/2020 |
| University Of Washington | Seattle | WA | 09/2019 | 03/2020 |
| Unemployed | Bellevue | WA | 03/2020 | 08/2021 |
| Fidelity | Bellevue | WA | 08/2021 | 01/2026 |
| Beacon Pointe Advisors, Llc | Redmond | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
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