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Current Employers
Mercer Island Capital Management, Llc

Mercer Island, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-05
WA RA APPROVED 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-05
  • WA RA
    APPROVED
    Since 2025-08-05

Branch Locations

Mercer Island, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2023 → Present
    Mercer Island Telecom, Llc
    Mercer Island, WA
  • 03/2021 → 09/2023
    Mercer Island Telecom, Llc
    Mercer Island, WA
  • 09/2019 → 03/2021
    Seattle University
    Seattle, WA
  • 09/2016 → 06/2020
    Shanghai International Studies University
    Shanghai
Other Businesses

-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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-07-17

View on SEC IAPD

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