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1104 North 35Th Avenue, Yakima, WA 98902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors Wealth Management, Llc | Yakima | WA | 06/2021 | Present |
| Washington State University | Pullman | WA | 07/2017 | 06/2021 |
| The Boeing Company | Seattle | WA | 06/2020 | 08/2020 |
| John Hancock Life Insurance Company | Boston | MA | 06/2019 | 08/2019 |
| Northwestern Mutual | Spokane | WA | 01/2019 | 08/2019 |
| Spitzlift Manufacturing | San Diego | CA | 06/2018 | 08/2018 |
| West Valley High School | Yakima | WA | 09/2014 | 06/2017 |
Your Money Vehicle, Strategic Advisor, financial literacy workshops, commentary, and content, began 12/1/21, 2506 S. 26th Ave. Yakima, WA 98907. 10 hours per month, none during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
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