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1133 Fort Street, Victoria, Bc V8V 3K9 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Hill Wealth Management Ltd | Victoria | 09/2025 | Present | |
| Bmo Nesbitt Burns | Vancouver | 05/2024 | 08/2025 | |
| Tall Tree Integrated Health | Victoria | 04/2021 | 06/2024 | |
| Gavf Advisory Inc. | Victoria | 04/2020 | 04/2021 | |
| University Of Victoria | Victoria | 09/2016 | 04/2020 | |
| Cycling Canada | Toronto | 03/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
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