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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-27 |
Branch Locations
1148 Broadway Suite 110, Tacoma, WA 98402-3589 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harborstone Credit Union | Puyallup | WA | 03/2022 | 04/2023 |
| Amazon | Fife | WA | 09/2021 | 03/2022 |
| Bellingham Bells | Bellingham | WA | 05/2021 | 08/2021 |
| Lowe's | Auburn | WA | 05/2019 | 08/2020 |
| Washington State University Athletic Communications | Pullman | WA | 09/2019 | 03/2020 |
| Lowe's | Auburn | WA | 04/2019 | 08/2019 |
| Fedex | Fife | WA | 05/2018 | 08/2018 |
| Cetera Investment Services Llc | Tacoma | WA | 05/2023 | 10/2023 |
| Umpqua Bank | Tacoma | WA | 05/2023 | 05/2024 |
| Full Time Education | Pullman | WA | 08/2017 | 07/2021 |
| Emerald Ridge High School | Puyallup | WA | 08/2014 | 06/2017 |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | 05/2024 |
| Columbia Wealth Advisors | Tacoma | WA | 10/2023 | 05/2024 |
| Raymond James Financial Services Advisors, Inc | Tacoma | WA | 11/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 06/2024 | 06/2025 |
| B-T-L Payroll, Llc | Pullman | WA | 10/2019 | 12/2019 |
| Bank Of America, N.A. | Tacoma | WA | 07/2024 | 06/2025 |
| Charles Schwab & Co., Inc. | Tacoma | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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