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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| WA | RA | APPROVED | 2025-06-13 |
Branch Locations
601 Union Street Suite 2900, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | Seattle | WA | 04/2013 | 09/2018 |
| Charles Schwab & Co., Inc. | Seattle | WA | 05/2019 | 11/2021 |
| Unemployed | Kent | WA | 10/2018 | 04/2019 |
| J.P. Morgan Securities Llc | Seattle | WA | 11/2021 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 11/2021 | 05/2025 |
| Rbc Capital Markets, Llc | Seattle | WA | 04/2013 | 08/2018 |
| Elevation Series Llc | Seattle | WA | 11/2022 | 12/2023 |
| Morgan Stanley | Seattle | WA | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-12 |
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