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228 West First Street Suite P, Port Angeles, WA 98362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-09 |
Branch Locations
228 West First Street Suite P, Port Angeles, WA 98362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upleft Llc D/B/A Upleft Asset Management | Port Angeles | WA | 01/2026 | Present |
| Peninsula College | Port Angeles | WA | 01/2026 | Present |
| Research Innovations | Alexandria | VA | 11/2022 | 01/2025 |
| Defense Intelligence Agency | Washington | DC | 03/2010 | 05/2022 |
| Unemployed | N/A | XX | 06/2022 | 10/2022 |
| Unemployed | N/A | XX | 02/2025 | 12/2025 |
1) Peninsula College; Not investment-related; 1502 E Lauridsen Blvd, Port Angeles, WA. 98362; College; Adjunct Instructor; 1/5/2026; 60 hours per month; 20 during trading hours; Instructor of a business course
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
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