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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| WA | RA | APPROVED | 2025-09-08 |
Branch Locations
11004 Ne 11Th Street Suite 110, Bellevue, WA 98004 • United States
11004 Ne 11Th Street Suite 110, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-22 |
Branch Locations
11004 Ne 11Th Street Suite 110, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 09/2012 | 09/2016 |
| Merriman Wealth Management, Llc | Seattle | WA | 10/2016 | 08/2019 |
| Stack Financial Management | Whitefish | MT | 09/2019 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | 01/2026 |
| Financial Advisory Partners | Bellevue | WA | 09/2025 | Present |
| Commonwealth Financial Network | San Diego | CA | 01/2026 | Present |
IAR of Financial Advisory Partners offering financial planning services; 50% of time spent during business hours; conducted at branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
| S66 | Uniform Combined State Law Examination | 2006-09-11 |
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