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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-06 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2019 | 04/2021 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 07/2019 | 01/2021 |
| Independent Colleges Of Washington | Seattle | WA | 11/2018 | 06/2019 |
| Seattle Pacific University | Seattle | WA | 01/2015 | 06/2019 |
| Hypecheck | Yakima | WA | 06/2017 | 10/2018 |
| Abercrombie And Fitch | Seattle | WA | 10/2016 | 06/2017 |
| Victory Outreach Int. | Yakima | WA | 06/2013 | 09/2016 |
| Efinancial | Bellevue | WA | 01/2021 | 04/2021 |
| Fidelity Investments | Salt Lake City | UT | 04/2021 | 01/2025 |
| Pacific Capital Resource Group | Bellevue | WA | 06/2019 | 01/2022 |
| E-Financial | Bellevue | WA | 01/2022 | 03/2022 |
| Fidelity Investments | Seattle | WA | 04/2022 | 01/2025 |
| Mainsail Financial Group | Bellevue | WA | 01/2025 | 09/2025 |
| Mainsail Financial Group, Llc | Bellevue | WA | 01/2025 | 09/2025 |
| Charles Schwab & Co., Inc. | Bellevue | WA | 12/2025 | Present |
| Charles Schwab Bank | Bellevue | WA | 12/2025 | Present |
| Unemployed | Bellevue | WA | 10/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-23 |
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