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1300 N State St., Bellingham, WA 98225-4730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-02 |
| WA | RA | APPROVED | 2022-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saturna Capital Corporation | Bellingham | WA | 06/2019 | Present |
| University Of Washington | Seattle | WA | 09/2017 | 06/2019 |
| University Of Washington | Seattle | WA | 04/2018 | 06/2019 |
| Dana Investment Advisors | Waukesha | WI | 06/2018 | 08/2018 |
| Sustainability Accounting Standards Board | San Francisco | CA | 06/2014 | 06/2017 |
| Unemployed | San Francisco | CA | 06/2017 | 09/2017 |
| Saturna Brokerage Services | Bellingham | WA | 06/2019 | 10/2019 |
| Saturna Brokerage Services | Bellingham | WA | 10/2019 | Present |
Since 4/27/2019, I have provided administrative assistance to the Bellingham Yoga Collective ("BYC"), located at 1211 Granary Ave #300, Bellingham, WA 98225. BYC is owned and operated by my wife. I devote approximately 3 hours per month to this activity, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-03 |
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