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1812 Hewitt Ave. Ste 212, Everett, WA 98201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2018-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Bellevue | WA | 04/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 05/2017 |
| Berknell Financial Group | Everett | WA | 05/2017 | 07/2018 |
| Elderrock Financial, Llc | Everett | WA | 08/2018 | Present |
-Rotary Club of Everett. Non-investment related. 7003 Evergreen Way, Everett, WA 98203. Service Organization. Member. Start date June 2017. Less than five hours per month. Weekly meetings and occasional volunteering. -Everett Rotary Youth Foundation Trustees. non-investment related. 7003 Evergreen Way, Everett, WA 98203. Service Organization. Secretary. Start date July 2022. Less than one hour per month. Quarterly meetings, take notes. -Sound Business Leaders chapter of Business Network International. Non-investment related. 1920 Dexter Ave N, Seattle, WA 98109. Networking Group. Member. Start date October 2017. Less than 10 hours per month. Weekly meetings and occasional social events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-09 |
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