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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-06-04 |
| AK | RA | APPROVED | 2026-03-11 |
| CA | RA | APPROVED | 2026-03-11 |
| HI | RA | APPROVED | 2026-03-11 |
| WA | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reiss | New York | NY | 12/2024 | 10/2025 |
| Nordstrom | Seattle | WA | 07/2023 | 05/2024 |
| Madewell | Seattle | WA | 08/2023 | 10/2023 |
| Saltchuk Marine | Seattle | WA | 07/2022 | 10/2022 |
| Seattle University | Seattle | WA | 08/2020 | 01/2021 |
| Hy-Vee | Lee's Summit | MO | 02/2016 | 03/2017 |
| Macfarlane | New York | NY | 10/2025 | Present |
| Student | Seattle | WA | 05/2024 | 12/2024 |
| Student | Seattle | WA | 10/2022 | 08/2023 |
| Student | Seattle | WA | 01/2021 | 07/2022 |
| Student | Lee's Summit | MO | 03/2017 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
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