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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-21 |
| WA | RA | APPROVED | 2020-10-20 |
Branch Locations
10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington State University | Pullman | WA | 08/2015 | 06/2019 |
| Img College | Pullman | WA | 08/2017 | 05/2018 |
| Mcvay Brothers Siding And Windows | Spokane | WA | 05/2015 | 05/2019 |
| Axa Advisors, Llc | New York | NY | 06/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2019 | Present |
Willamette Dental, Dental Insurance, 1/2021, 3K annual comp. Premera, 1/2024, Health, approx. $30K annual comp.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-12 |
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