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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-23 |
Branch Locations
10900 Ne 8Th Street Suite 1122, Bellevue, WA 98004 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Seattle | WA | 08/2013 | 01/2017 |
| Principal Life Insurance Company | Spokane | WA | 02/2015 | 01/2017 |
| Walters Wealth Management Llc | Bothell | WA | 06/2015 | 01/2017 |
| Guardian Life Insurance Co Of America | Bothell | WA | 09/2017 | 05/2019 |
| Unemployed | N/A | WA | 02/2017 | 08/2017 |
| Park Avenue Securities, Llc | Bothell | WA | 01/2018 | 05/2019 |
| Guardian Life Insurance | Kirkland | WA | 06/2019 | 02/2021 |
| Park Avenue Securities | Kirkland | WA | 06/2019 | 03/2021 |
| Wcg Wealth Advisors, Llc | Bothell | WA | 02/2021 | 11/2023 |
| Hightower Advisors, Llc | Bellevue | WA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-27 |
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