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11747 Ne 1St Street Suite 205, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-01 |
Branch Locations
11747 Ne 1St Street Suite 205, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Salt Lake City | UT | 06/2018 | 11/2020 |
| Keybanc Capital Markets | Portland | OH | 06/2017 | 08/2017 |
| Martin Capital Partners | Eugene | OR | 11/2016 | 03/2017 |
| University Of Oregon - Oregon | Eugene | OR | 09/2013 | 06/2018 |
| Citigroup | San Francisco | CA | 11/2020 | 04/2021 |
| Altravue Capital, Llc | Bellevue | WA | 10/2024 | 06/2025 |
| Altravue Capital, Llc | Bellevue | WA | 06/2025 | Present |
| Select Equity Group | Seattle | WA | 04/2021 | 01/2024 |
| Unemployed | Seattle | WA | 01/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-09 |
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