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1804 W. Union Ave., Suite 202, Tacoma, WA 98405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-03-04 |
Branch Locations
1804 W. Union Ave., Suite 202, Tacoma, WA 98405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penny Lane Wealth Management, Llc | Tacoma | WA | 02/2022 | Present |
| The Boeing Company | Seattle | WA | 09/2011 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-14 |
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