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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Advisory Partners Llc | Seattle | WA | 06/2026 | Present |
| Schneider Electric | Seattle | WA | 11/2023 | 04/2026 |
| Tactile Inc. | Seattle | WA | 02/2021 | 04/2023 |
| Enact Systems Inc. | Seattle | WA | 01/2021 | 05/2021 |
| Advanced Microgrid Solutions | San Francisco | CA | 01/2019 | 01/2021 |
| Agoda | Bangkok | 10/2016 | 10/2018 | |
| Airport Monkii | San Ramon | CA | 02/2016 | 10/2016 |
| Unemployed | N/A | XX | 05/2023 | 10/2023 |
1) Washington CASA; Not investment-related; Seattle, WA. 98122; Charitable Organization; Court Appointed Special Advocate; 11/10/2021; 10 hours per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
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