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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-03-23 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
4700 S Syracuse St Suite 610, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 06/2013 | 02/2018 |
| Summit Wealth Group | Lakewood | CO | 02/2018 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | 02/2022 |
| Brighton Jones | Denver | CO | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
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