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18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-05 |
Branch Locations
18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Western Depot | Yuba City | CA | 01/2012 | 06/2019 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2019 | 07/2021 |
| Edward Jones | St. Louis | MO | 07/2021 | 03/2022 |
| Equitable Advisors | Bellevue | WA | 07/2019 | 07/2021 |
| Edward Jones | Lynnwood | WA | 07/2021 | 03/2022 |
| The Retirement Solution | Redmond | WA | 03/2022 | 01/2024 |
| The Retirement Solution Inc. | Redmond | WA | 03/2022 | Present |
| The Retirement Solution | Remond | WA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-25 |
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