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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-03 |
Branch Locations
625 5Th Ave S, Seattle, WA 98104 • United States
510 Terry Ave N, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Pacific Wealth Management | Seattle | WA | 05/2022 | 08/2023 |
| Moser Wealth Advisors | Bellevue | WA | 10/2020 | 02/2022 |
| Unemployed | Seattle | WA | 04/2020 | 10/2020 |
| Northwest Bank | Coeur D'ALene | ID | 01/2019 | 04/2020 |
| Gonzaga University | Spokane | WA | 08/2017 | 01/2019 |
| Gonzaga University | Spokane | WA | 05/2017 | 08/2017 |
| Zetin Contractors, Llc | Spokane | WA | 06/2016 | 11/2016 |
| Gonzaga University | Spokane | WA | 12/2016 | 05/2017 |
| Corient | Seattle | WA | 01/2023 | 08/2024 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | 08/2024 |
| Parcion Private Wealth Llc | Bellevue | WA | 09/2024 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 01/2026 | Present |
| Unemployed | Seattle | WA | 06/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-22 |
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