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402 E Yakima Ave Suite 120, Yakima, WA 98901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
| WA | RA | APPROVED | 2025-06-16 |
Branch Locations
402 E Yakima Ave Suite 120, Yakima, WA 98901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Surience Private Wealth | Yakima | WA | 12/2024 | Present |
| Suncadia | Cle Elum | WA | 03/2024 | 08/2025 |
| Central Washington University | Ellensburg | WA | 12/2023 | 03/2024 |
| Suncadia | Cle Elum | WA | 02/2023 | 09/2023 |
| Ss Steiner | Yakima | WA | 06/2022 | 08/2022 |
| Fred Meyer | Yakima | WA | 06/2021 | 08/2021 |
| Central Washington University | Ellensburg | WA | 09/2021 | 06/2024 |
| West Valley School District | Yakima | WA | 01/2014 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
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