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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-23 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conestoga Wealth Partners | Gig Harbor | WA | 09/2022 | 12/2025 |
| Medrank | Washington, D.C. | DC | 05/2021 | 10/2021 |
| Tacoma Rainiers | Tacoma | WA | 05/2021 | 09/2021 |
| Superior Roughriders, Redmond Dudes | Redmond | WA | 05/2019 | 08/2022 |
| Mcguckin Hardware | Boulder | CO | 05/2020 | 08/2020 |
| Full-Time Education | Boulder | CO | 06/2012 | 05/2020 |
| Commonwealth Financial Network | Gig Harbor | WA | 06/2023 | 12/2025 |
| Charles Schwab & Co, Inc | Seattle | WA | 01/2026 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-18 |
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