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Mercer Island, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
| WA | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Island Telecom, Llc | Mercer Island | WA | 10/2023 | Present |
| Mercer Island Telecom, Llc | Mercer Island | WA | 03/2021 | 09/2023 |
| Seattle University | Seattle | WA | 09/2019 | 03/2021 |
| Shanghai International Studies University | Shanghai | 09/2016 | 06/2020 |
-Financial Specialist and Analyst to affiliated entity, Mercer Island Telecom, LLC® (d/b/a MITelco®). Administrative and non-advisory, focusing on QuickBooks integrations. All hours occur outside active trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-17 |
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