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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| WA | RA | APPROVED | 2022-12-05 |
Branch Locations
22526 Se 64Th Place Suite 220, Issaquah, WA 98027 • United States
Issaquah, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Bellevue | WA | 03/2017 | 04/2018 |
| Msi Financial Services Inc | Bellevue | WA | 07/2016 | 03/2017 |
| Securian Financial Services Inc | St Paul | MN | 04/2018 | 12/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 04/2018 | 12/2022 |
| Securian Advisors Of The Northwest | Seattle | WA | 04/2018 | 12/2022 |
| Dpa Wealth Partners | Issaquah | WA | 12/2022 | Present |
| Commonwealth Financial Network | San Diego | CA | 12/2022 | Present |
Fixed insurance sales; as of 11/01/2022; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-12 |
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