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1215 Fourth Avenue Suite 2200, Seattle, WA 98161 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-29 |
Branch Locations
1215 Fourth Avenue Suite 2200, Seattle, WA 98161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 01/2022 | 08/2025 |
| Aditi Yoga & Wellness | Seattle | WA | 07/2018 | Present |
| Sukha Birth & Wellness | Seattle | WA | 10/2016 | 12/2020 |
| Latona School Associates | Seattle | WA | 08/2017 | 06/2018 |
| Wondersitter Llc | Seattle | WA | 03/2016 | 04/2017 |
| Yoga In The Center | Mill Creek | WA | 05/2018 | 03/2020 |
| Wafd Wealth, Inc | Seattle | WA | 08/2025 | Present |
Name of the other business A. Yoga and Wellness Whether the business is investment-relatedNo Address of the other businessSeattle, WA Nature of the other businessYoga and bodywork studio (massage and acupuncture) Your positionSubstitute Yoga Teacher Title, or relationship with the other businessYoga Instructor Start date of your relationship02/2022 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other businessPreviously taught one yoga class a month, outside of trading and business hours. I have not taught any classes since Aug 2023 but am still on the substitute teacher list. If I were to sub it would be outside of business and trading hours, however this is unlikely for the time being.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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