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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-17 |
| WA | RA | APPROVED | 2021-02-03 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
Kent, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Bellevue | WA | 02/2019 | 01/2021 |
| Starbucks | Bellevue | WA | 08/2016 | 05/2017 |
| Starbucks | Bellevue | WA | 05/2017 | 02/2019 |
| Luvo Wealth Advisors | Bellevue | WA | 02/2018 | 02/2019 |
| Bellevue College | Bellevue | WA | 08/2015 | 01/2018 |
| University Of Washington Bothell | Bellevue | WA | 01/2018 | 06/2019 |
| Voya Financial Advisors, Inc. | Seattle | WA | 01/2021 | Present |
| Zetimaier Wealth Management | Bellevue | WA | 02/2021 | 04/2024 |
FOUNDATION FOR FINANCIAL PLANNING POSITION: Probono Work NATURE: Probono financial planning for clients who cannot afford an Advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 09/08/2025 ADDRESS: 1425 K Street NW, Suite 602, DC DC 20005, United States DESCRIPTION: Financial Planning. Budgeting. Talking through clients financial situations. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: 13306 NE 175th Place, Woodinville WA 98072, United States DESCRIPTION: Sales of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
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