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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-25 |
Branch Locations
225 108Th Avenue Ne Suite 800, Bellevue, WA 98004 • United States
925 Fourth Avenue 31St & 32Nd Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conover Insurance | Bellevue | WA | 07/2016 | 10/2017 |
| Seattle University | Seattle | WA | 09/2017 | 08/2020 |
| Sno King Snoqualmie Ice Arena | Snoqualmie | WA | 09/2020 | 08/2021 |
| Paladin Services | Medina | WA | 08/2021 | 08/2022 |
| New York Life Insurance Company | Bellevue | WA | 08/2022 | 06/2025 |
| Nylife Securities Llc | Bellevue | WA | 02/2023 | 06/2025 |
| Eagle Strategies Llc | Bellevue | WA | 11/2024 | 06/2025 |
| Pgr Financial | Bellevue | WA | 01/2025 | 06/2025 |
| Ubs Financial Services Inc. | Seattle | WA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-16 |
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