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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
8390 Airport Blvd Suite 102, Juneau, AK 99801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Juneau | AK | 07/2021 | 01/2025 |
| Multnomah Endodontics | Portland | OR | 01/2020 | 06/2021 |
| Radiance Dental | Camass | WA | 12/2018 | 01/2020 |
| Clark College | Vancouver | WA | 09/2016 | 12/2018 |
| Grind Coffee Co | Juneau | AK | 05/2016 | 09/2016 |
| Bank Of America, N.A. | Juneau | AK | 07/2022 | 01/2025 |
| Raymond James & Associates | Juneau | AK | 01/2025 | Present |
I*514015, Entity Type: Entity For Profit, Name of OBA: Rental Property 1, Address: Battle Ground, Washington 98604, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/26/2021, No Hours: 0, No Hours during trading: 0, Duties: Owner of Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-12 |
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