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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
| WA | RA | APPROVED | 2026-03-17 |
Branch Locations
150 Nickerson St Suite 102, Seattle, WA 98109-7702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett | Jersey City | NJ | 06/2005 | 09/2016 |
| United Capital Financial Advisers Llc | Newport Beach | CA | 09/2017 | 11/2019 |
| Trutina Financial | Bellevue | WA | 12/2016 | 09/2017 |
| College Of Financial Planning | Seattle | WA | 10/2016 | 11/2016 |
| Edward Jones | St Louis | MO | 01/2026 | Present |
| Paycor | Cincinnati | OH | 10/2023 | 06/2025 |
| Avalara | Durham | NC | 04/2020 | 08/2023 |
| Unemployed | Seattle | WA | 12/2019 | 03/2020 |
| Unemployed | Seattle | WA | 07/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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