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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Koenig Financial Group | Edmonds | WA | 03/2026 | Present |
| Harbour Investments, Inc | Madison | WI | 03/2026 | Present |
| Nordstrom | Seattle | WA | 11/2025 | 03/2026 |
| Electric Boat Company | Seattle | WA | 08/2023 | 10/2025 |
| Lake Union Hot Tub Boats | Seattle | WA | 10/2024 | 04/2025 |
| Aflac | Seattle | WA | 05/2023 | 08/2023 |
| Windermere Corp | Seattle | WA | 05/2019 | 09/2021 |
| Wa State House Of Rep | Olympia | WA | 04/2017 | 04/2017 |
| University Of Washington | Seattle | WA | 09/2021 | 06/2025 |
| University Prep | Seattle | WA | 09/2020 | 06/2021 |
| Roosevelt High School | Seattle | WA | 09/2017 | 06/2019 |
| Eckstein Middle School | Seattle | WA | 03/2016 | 06/2017 |
1) KOENIG FINANCIAL GROUP - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
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