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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 03/2016 | 01/2018 |
| Tableau Software | Seattle | WA | 02/2018 | 06/2020 |
| One Day Wealth | Seatte | WA | 05/2018 | Present |
| Amazon Web Services (Aws) | Seattle | WA | 06/2020 | 07/2021 |
| Savvy | Seattle | WA | 08/2025 | Present |
Owner of One Day LLC providing financial planning and wealth management; Start date: 8/12/2018; Investment related; Full-time; Seattle, WA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
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