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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-16 |
| WA | RA | APPROVED | 2023-09-20 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberfield Capital | London | 01/2022 | 04/2022 | |
| Hillsdale College | Hillsdale | MI | 01/2019 | 12/2021 |
| University Of Washington | Seattle | WA | 09/2018 | 12/2018 |
| Everett Community College | Everett | WA | 09/2016 | 07/2018 |
| Everette Community College | Everett | WA | 09/2017 | 09/2018 |
| Unemployed | Everett | WA | 06/2016 | 09/2016 |
| Topstep | Chicago | IL | 05/2022 | 09/2022 |
| Bank Of America Merrill Lynch | Everett | WA | 10/2022 | 06/2023 |
| Morgan Stanley | Seattle | WA | 06/2023 | Present |
*562180- Rental Property; Investment related -Yes; Lansing, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 1; Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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