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600 Stewart Street Suite 400, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2021-04-22 |
Branch Locations
600 Stewart Street Suite 400, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Seattle | WA | 05/1999 | 04/2021 |
| Westlake Wealth Management Llc | Renton | WA | 04/2021 | Present |
Boards of Directors; Alterra Condo Owners Association; President; Seattle WA, 98109; Not Investment Related; July 2018; 1-9 hours per month; 1-9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-12 |
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