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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-17 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 07/2025 | 06/2026 |
| 3 Ball Development (Menchie's Frozen Yogurt) | Mercer Island | WA | 10/2016 | 04/2017 |
| Pro Golf Discount | Bellevue | WA | 05/2017 | 04/2018 |
| Emerald City Athletics | Seattle | WA | 06/2023 | 01/2024 |
| Unemployed | Mercer Island | WA | 04/2018 | 06/2023 |
| Unemployed | Mercer Island | WA | 01/2024 | 05/2025 |
| Stroum Jewish Community Center | Mercer Island | WA | 05/2025 | 10/2025 |
| Unemployed | Mercer Island | WA | 06/2015 | 10/2016 |
| Bank Of America, N.A. | Seattle | WA | 10/2025 | 06/2026 |
| Freestone Capital Management, Llc | Seattle | WA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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