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401 Union Street 18Th Floor, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-02 |
| WI | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2024-02-08 |
| MT | RA | APPROVED | 2024-02-05 |
| NM | RA | APPROVED | 2024-02-05 |
| AK | RA | APPROVED | 2024-02-02 |
| ID | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED | 2024-02-02 |
| WA | RA | APPROVED | 2024-02-02 |
Branch Locations
833 E Michigan Street Suite 850, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Seattle | WA | 07/2023 | Present |
| Depaul University | Chicago | IL | 09/2018 | 06/2019 |
| Loyola University Chicago | Chicago | IL | 09/2019 | 08/2022 |
| Saint George's School | Spokane | WA | 09/2012 | 06/2018 |
| Extended Travel | N/A | WA | 09/2022 | 01/2023 |
| Unemployed | N/A | WA | 02/2023 | 06/2023 |
| D.A. Davidson & Co. | Spokane | WA | 06/2021 | 08/2021 |
| D.A. Davidson & Co. | Spokane | WA | 06/2019 | 08/2019 |
?the name of the other business; AJB Monroe Operating Co. ?whether the business is investment-related; Not investment-related ?the address of the other business; 1306 N Monroe St., Spokane, WA 99201 ?the nature of the other business; Property development ?your position; No position ?title, or relationship with the other business; No duties, silent partner ?the start date of your relationship; October 2020 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, silent partner ?the name of the other business; AJB Lake Street LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; 815 W Lake Street, Sandpoint, ID 83864 ?the nature of the other business; Development property, raw land ?your position; No position ?title, or relationship with the other business; No duties, minority silent partner ?the start date of your relationship; March 2021 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, minority silent partner ?the name of the other business; AJ Schweitzer Heights LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; Harrison Ln, Idaho 83864 (lot 22, lot 23) ?the nature of the other business; Property development ?your position; No position ?title, or relationship with the other business; No duties ?the start date of your relationship; June 2023 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties ?the name of the other business; Whitworth West LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; 924 W Hawthorne Rd, Spokane, WA 99218 ?the nature of the other business; Property development ?your position; No position ?title, or relationship with the other business; No duties, silent minority partner ?the start date of your relationship; July 2020 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, silent minority partner ?the name of the other business; AJB USVI LLC ?whether the business is investment-related; Not investment-related ?the address of the other business; 473 Maria Bluff Dr, Saint John, VI 00830 ?the nature of the other business; Rental property ?your position; No position ?title, or relationship with the other business; No duties, silent partner ?the start date of your relationship; November 2021 ?the approximate number of hours/month you devote to the other business; 0 hours/month ?the number of hours you devote to the other business during securities trading hours; 0 hours during securities trading hours ?and briefly describe your duties relating to the other business; No duties, silent partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
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