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1301 5Th Avenue Suite 3410, Seattle, WA 98101-2630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-20 |
Branch Locations
1301 5Th Avenue Suite 3410, Seattle, WA 98101-2630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group | Scottsdale | AZ | 08/2019 | 01/2025 |
| Gonzaga University | Spokane | WA | 08/2018 | 12/2018 |
| Smead Capital Management | Seattle | WA | 05/2018 | 08/2018 |
| Marquette University | Milwaukee | WA | 08/2015 | 05/2017 |
| Gonzaga University | Spokane | WA | 08/2017 | 05/2019 |
| College Pro Painters | Tacoma | WA | 05/2016 | 08/2017 |
| Isagenix | Scottsdale | AZ | 03/2019 | 12/2021 |
| Greene Wealth Management, Llc | Seattle | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-25 |
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