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500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-03-11 |
Branch Locations
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Seattle | WA | 07/2010 | 02/2018 |
| Uber | Seattle | WA | 01/2014 | Present |
| Northwestern Mutual Investment Services Llc | Seattle | WA | 04/2018 | 06/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2018 | 06/2021 |
| Postmates | Seattle | WA | 12/2018 | Present |
| Consilio Wealth Advisors, Llc | Bellevue | WA | 06/2021 | Present |
1. Uber, Not Investment-related, 1714 1st Ave S, Seattle, WA, USA, 98134, Driver, Start Date: 01/01/2014, 5 hrs per week, 0 trading hrs per week, Uber driver, Duties: Driving clients . 2. DELIVERY DRIVER, POSTMATES, THROUGHOUT SEATTLE, VARIOUS, , WASHINGTON, 98103, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 12/19/2018, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, DELIVERY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-22 |
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