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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
| WA | RA | APPROVED | 2026-04-23 |
Branch Locations
2275 116Th Ave Ne Ste 200, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of San Diego | San Diego | CA | 08/2021 | 05/2025 |
| Holy Names Academy | Seattle | WA | 08/2017 | 05/2021 |
| Unemployed | Clyde Hill | WA | 05/2021 | 08/2021 |
| Unemployed | San Diego | CA | 05/2025 | 10/2025 |
| Unemployed | Seattle | WA | 01/2015 | 08/2017 |
| Lpl Enterprise Llc | San Diego | CA | 10/2025 | 03/2026 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 04/2026 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave SE, Suite 110, Mercer Island, WA, 98040; Investment-Related; 05/08/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-09 |
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