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Bothell, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saturna Brokerage Services | Bellingham | WA | 09/2013 | 02/2018 |
| Saturna Trust Company | Henderson | NV | 12/2015 | 02/2018 |
| Morgan Stanley | Bellevue | WA | 04/2018 | 11/2019 |
| Integrity Financial Corporation | Bellevue | WA | 12/2019 | 11/2021 |
| Kanso Capital | Kirkland | WA | 11/2021 | Present |
Juanita Woods Homeowners' Association General Board Member. As a general board member, I vote on various projects and assist with reviewing budgets and property maintenance. It is not investment-related and I spend less than 25 hours working with them. The hours spent are not during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-16 |
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