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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-04 |
Branch Locations
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2022 | 05/2023 |
| Jeld-Wen | Charlotte | NC | 06/2020 | 12/2021 |
| Spill The Beans Clemson | Clemson | SC | 09/2017 | 03/2020 |
| Clemson University | Clemson | SC | 08/2016 | 05/2020 |
| Suntrust Banks | Atlanta | GA | 06/2019 | 08/2019 |
| Killingtons Fort Mill | Fort Mill | SC | 05/2018 | 08/2018 |
| Cracker Barrel Old Country Store | Fort Mill | SC | 05/2017 | 08/2017 |
| Wise Planning, Inc. | Seattle | WA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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