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500 108Th Ave Ne #1100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Seattle | WA | 01/2015 | 01/2021 |
| Commonwealth Financial Network | San Diego | CA | 01/2021 | 12/2025 |
| Integrated Wealth Advisors, Llc | Bellevue | WA | 01/2021 | Present |
| Integrated Wealth Advisors, Llc | Bellevue | WA | 10/2021 | Present |
| Optimal Tax Asset Management, Inc. | Bellevue | WA | 01/2026 | Present |
| Tax Alpha Group Llc | Bellevue | WA | 02/2026 | Present |
1. Optimal Tax Asset Management, Inc.; Chief Operating Officer; as of 1/27/2026; Approximately 5 hours spent per month during business hours; Conducted at Branch Location; Investment Related. 2. Tax Alpha Group, LLC; Research Quant; as of 2/12/2026; Approximately zero hours spent per month during business hours; Conducted at Branch Location: Investment Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-13 |
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