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1700 7Th Ave Suite 1620, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bear Mountain Capital, Llc | Seattle | WA | 01/2026 | Present |
| Gesa Credit Union | Seattle | WA | 05/2023 | 01/2026 |
| John L Scott | Seattle | WA | 12/2018 | 05/2023 |
| Washington Federal Bank | Seattle | WA | 06/2016 | 01/2018 |
| Self Employed | Seattle | WA | 01/2018 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
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