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Goleta, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-07 |
| CA | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2026-01-02 |
| WA | RA | APPROVED | 2024-05-21 |
Branch Locations
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Public Schools | Austin | MN | 09/2006 | 06/2017 |
| Younkers | Austin | MN | 02/2015 | 04/2017 |
| Hyvee | Austin | MN | 04/2017 | 12/2018 |
| Professional Financial Specialists, Inc. | Boulder | CO | 08/2018 | 12/2018 |
| Morgan Stanley | Boulder | CO | 02/2019 | 05/2019 |
| Charles Schwab | Bellevue | WA | 06/2019 | 08/2019 |
| University Of Colorado | Coulder | CO | 08/2017 | 12/2019 |
| Unemployed | Boulder | CO | 12/2019 | 06/2020 |
| Brighton Jones Llc | Seattle | WA | 06/2020 | 04/2024 |
| Natalie Taylor Financial Services, Llc D/B/A The Goodland Group | Seattle | WA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-11 |
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