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1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
| OR | RA | APPROVED | 2025-01-09 |
| WA | RA | APPROVED | 2022-01-10 |
Branch Locations
1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Reserve | Fort Lewis | WA | 05/2016 | 05/2020 |
| Olympic College Veteran Center | Bremerton | WA | 12/2017 | 06/2021 |
| Goldbloom Wealth Management | Bellevue | WA | 06/2021 | 09/2021 |
| Empirical Wealth Management | Seattle | WA | 09/2021 | Present |
| Directional Financial Services | Seattle | WA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
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