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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-15 |
Branch Locations
2819 Nw Kitsap Pl Suite 201, Silverdale, WA 98383 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newlife Church On The Peninsula | Silverdale | WA | 07/2010 | 09/2016 |
| Self Employed - Arbonne | Poulsbo | WA | 10/2016 | 12/2019 |
| Peninsula Bible Fellowship | Bremerton | WA | 12/2017 | 09/2023 |
| North Kitsap School District | Poulsbo | WA | 10/2023 | 05/2024 |
| Central Kitsap School District | Silverdale | WA | 11/2023 | 05/2024 |
| Self Employed - Styled & Inspired | Poulsbo | WA | 10/2023 | Present |
| Starbucks | Bremerton | WA | 05/2024 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Wealthmark Advisors | Silverdale | WA | 04/2025 | Present |
Erison Design Not investment related 101 NW Tupelo Lane Poulsbo, WA 98370 Interior Design/Residential Construction Position - Designer Title - Co-Owner 10/2024 25 hours/month 0 hours during trading hours Design, source, procure, client relationships, marketing, operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
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