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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-12 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savvy | Bremerton | WA | 06/2026 | Present |
| Ftb Advisors, Inc. | Memphis | TN | 07/2016 | 07/2017 |
| Brighton Jones Llc | Seattle | WA | 04/2018 | 12/2018 |
| Ramsey & Associates, Inc. | Seattle | WA | 08/2020 | 12/2021 |
| Intuit | Bainbridge Island | WA | 01/2020 | 08/2020 |
| Unemployed | Bainbridge Island | WA | 12/2018 | 01/2020 |
| Unemployed | Memphis | TN | 07/2017 | 04/2018 |
| First Pacific Financial | Vancouver | WA | 12/2021 | 09/2024 |
| Falcon Wealth Planning, Inc. | Ontario | CA | 09/2024 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-06 |
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