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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-17 |
| ID | RA | APPROVED | 2023-12-19 |
Branch Locations
10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • United States
82 South Baltic Ave Suite 107, Meridian, ID 83642 • United States
82 S Baltic Ave. Suite 107, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Meridian | ID | 09/2018 | 12/2023 |
| Sterling Tech Solutions | Kirkland | WA | 02/2011 | 12/2023 |
| Apptio | Bellevue | WA | 03/2016 | 03/2019 |
| The Prudential Insurance Company Of America | Meridian | ID | 02/2018 | 12/2023 |
| Best Financial Services | Lynnwood | WA | 11/2020 | 07/2024 |
| Equitable Advisors, Llc | New York | NY | 12/2023 | Present |
1) Independent Agent - outside fixed insurance. State Farm, Fixed Annuity, Term and UL Life, approx. $2K annual comp. 2) Best Financial Services DBA, operations/administration, www.bestfs.co, tyler.mccuen@bestfs.co
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
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