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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-01 |
| WA | RA | APPROVED | 2021-05-18 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellevue School District | Bellevue | WA | 10/2017 | 09/2018 |
| H&R Block | Bellevue | WA | 12/2015 | 04/2021 |
| Raymond James Financial Services, Inc | Bellevue | WA | 09/2018 | 04/2020 |
| Raymond James Financial Services, Inc | Bellevue | WA | 04/2020 | 03/2021 |
| Raymond James Financial Services Advisors, Inc | Bellevue | WA | 12/2020 | 03/2021 |
| Mainspring Wealth Advisors, Llc | Bellevue | WA | 09/2018 | 04/2021 |
| Morgan Stanley | Bellevue | WA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
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