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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| WA | RA | APPROVED | 2025-12-05 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lynnwood | WA | 08/2022 | 11/2025 |
| Wells Fargo Clearing Services, Llc | Lynnwood | WA | 08/2022 | 11/2025 |
| First Security Bank Of Wa | Lynnwood | WA | 01/2022 | 08/2022 |
| First Tech Credit Union | Redmond | WA | 08/2021 | 01/2022 |
| Unemployed | Everett | WA | 05/2021 | 08/2021 |
| Wells Fargo Bank, Na | Seattle | WA | 09/2018 | 04/2021 |
| Keybank | Seattle | WA | 10/2016 | 08/2018 |
| Unemployed | Lynnwood | WA | 03/2016 | 10/2016 |
| Morgan Stanley | Kirkland | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
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