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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-09 |
Branch Locations
10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seattle Public Schools | Seattle | WA | 03/2021 | Present |
| Firepro Llc | Bend | OR | 05/2014 | 01/2021 |
| Oregon State University | Bend | OR | 03/2017 | 10/2019 |
| Equitable Advisors, Llc | New York | NY | 09/2021 | Present |
| Unemployed | Bend | OR | 02/2021 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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