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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-12 |
Branch Locations
225 108Th Avenue Ne Suite 800, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2010 | 04/2025 |
| Homemaking | Sammamish | WA | 05/2025 | 09/2025 |
| Ubs Financial Services Inc. | Bellevue | WA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-04 |
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