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Issaquah, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prism Financial Planning, Llc | Issaquah | WA | 09/2024 | Present |
| Beacon Hill Staffing Group, Llc | Boston | MA | 01/2024 | 08/2024 |
| Washington State University | Pullman | WA | 09/2021 | 12/2023 |
| Issaquah School District | Issaquah | WA | 09/2015 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-08 |
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