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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-12 |
Branch Locations
500 Newport Center Dr Ste 850, Newport Beach, CA 92660 • United States
Two Union Square Ste 5050 601 Union Street, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arizona | Tucson | AZ | 08/2021 | 06/2025 |
| Westerly | Seattle | WA | 05/2022 | 08/2022 |
| Ups | Seattle | WA | 05/2023 | 08/2023 |
| Data Driven Llc | Seattle | WA | 05/2024 | 08/2024 |
| Nathan Hale High School | Seattle | WA | 08/2017 | 07/2021 |
| Eckstein Middle School | Seattle | WA | 09/2014 | 07/2017 |
| Unemployed | Seattle | WA | 07/2025 | 11/2025 |
| Equitable Advisors Llc | New York City | NY | 11/2025 | 07/2026 |
| Wedbush Securities Inc | Pasadena | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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