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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-04 |
Branch Locations
10900 Ne 8Th St Suite 1414, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| British Council | Ho Chi Minh | 03/2015 | 09/2018 | |
| Unemployed | Seattle | WA | 10/2018 | 02/2024 |
| Express Credit Union | Seattle | WA | 03/2024 | 02/2025 |
| Edelman Financial Engines | Santa Clara | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
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