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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-30 |
| VT | RA | APPROVED | 2026-01-23 |
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
617 Eastlake Avenue East Suite 100, Seattle, WA 98109 • United States
Marysville, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corona | CA | 09/2016 | 05/2022 |
| Bank Of America, N.A. | Corona | CA | 09/2016 | 05/2022 |
| Unemployed | Lake Elsinore | CA | 06/2016 | 09/2016 |
| E*Trade Securities Llc | Sandy | UT | 05/2022 | 09/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 08/2024 |
| Tiaa | Seattle | WA | 08/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 08/2024 | Present |
| Harrisdirect Llc | Sandy | UT | 05/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
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