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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-19 |
Branch Locations
18697 State Highway 305 Northeast, Poulsbo, WA 98370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Fox University | Newberg | OR | 08/2021 | 04/2024 |
| George Fox University | Newberg | OR | 01/2023 | 04/2024 |
| Olympic College | Bremerton | WA | 09/2019 | 06/2021 |
| George Fox University | Newberg | OR | 08/2021 | 04/2024 |
| Homeschool | Port Orchard | WA | 09/2008 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Unemployed | Port Orchard | WA | 05/2024 | 09/2025 |
| Wealth Solutions...BY Design | Poulsbo | WA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-16 |
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