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Olympia, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED | 2021-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa | San Antonio | TX | 06/2012 | 09/2020 |
| Altair Investment Management | Bulverde | TX | 09/2020 | 11/2023 |
| Altair Investment Management | Olympia | WA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-14 |
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