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10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-28 |
Branch Locations
10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2013 | 11/2021 |
| Charles Schwab Bank | Seattle | WA | 03/2015 | 11/2021 |
| Moss Adams Wealth Advisors | Seattle | WA | 11/2021 | Present |
Start Date 06/2017 Cellitti Capital LLC, Real Estate/Property Management, Seattle, WA Receive passive income from a rental property, part of decision making for continuity of business. Hours per month less than 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-08 |
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