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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-07 |
Branch Locations
10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rock Canyon High School | Littleton | CO | 08/2015 | 05/2019 |
| Perfect Pools | Centennial | CO | 05/2017 | 08/2018 |
| Anthony's Pizza And Pasta | Castle Rock | CO | 05/2019 | 08/2019 |
| Troon: The Ridge At Castle Pines | Castle Pines | CO | 05/2021 | 08/2021 |
| Edgerock Wealth Management | Denver | CO | 04/2022 | 08/2022 |
| Washington State University | Pullman | WA | 08/2019 | 05/2023 |
| Cintas | Everett | WA | 06/2023 | 06/2025 |
| Alexa's Catering And Cafe | Bothell | WA | 06/2025 | 10/2025 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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