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801 Second Ave Suite 1400, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-06 |
Branch Locations
801 Second Ave Suite 1400, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharebuilder Advisor | Seattle | WA | 10/2023 | Present |
| Wildfin American Grill | Issaquah | WA | 11/2015 | 12/2020 |
| Caliber Home Loans / Team Carol Rudd | Issaquah | WA | 02/2021 | 11/2021 |
| Cross Country Mortgage / Team Carol Rudd | Issaquah | WA | 11/2021 | 12/2022 |
| Network Funding Lp | Issaquah | WA | 12/2022 | 02/2023 |
| Benchmark Mortgage | Issaquah | WA | 03/2023 | Present |
| Worldmark By Wyndham / Travel & Leisure | Seattle | WA | 03/2023 | 09/2023 |
-Liberty Home Mortgage Corp -Mortgage Loan Company -Loan Officer / Part Time Began 12.1.2025 -1-4 hours in my free time -0 hours dedicated during securities trading hours -originate home loans for close friends and family
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-15 |
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