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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-13 |
| WA | RA | APPROVED | 2026-03-13 |
Branch Locations
2821 Northup Way Suite 250, Bellevue, WA 98004 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 09/2018 | 07/2019 |
| Scorebook Live | Spokane | WA | 06/2016 | 05/2018 |
| Gonzaga University | Spokane | WA | 09/2013 | 05/2017 |
| Unemployed | Mount Vernon | WA | 06/2018 | 08/2018 |
| Bank Of America, N.A. | Seattle | WA | 09/2018 | 07/2019 |
| Providence | Renton | WA | 07/2019 | 11/2022 |
| Apella Wealth | West Hartford | CT | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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