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5 East Market Street Suite 229, Corning, NY 14830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED | 2022-03-30 |
Branch Locations
5 East Market Street Suite 229, Corning, NY 14830 • United States
Ridgefield, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Water Wealth, Inc. | Portland | OR | 08/2019 | 03/2022 |
| San Diego State University | San Diego | CA | 09/2018 | 05/2019 |
| Permanent Value, Inc. | San Diego | CA | 02/2018 | 09/2018 |
| Alesmith Brewing Company | San Diego | CA | 02/2017 | 02/2018 |
| Helm's Brewing Company | San Diego | CA | 05/2016 | 01/2017 |
| Lake Road Advisors, Llc | Ridgefield | WA | 03/2022 | Present |
@wileyandwrigs not investment-related private residence in Ridgefield, WA social media content creation Photographer, Brand Manager 04/23/2018 8 hours per month 0 hours during trading Produce and manage content for social media business. This includes photography, scheduling posts, and handling brand partnership negotiations and outreach to support growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-28 |
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