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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leeward Financial Partners, Llc | Bellevue | WA | 05/2022 | Present |
| Verus Investments | Seattle | WA | 03/2022 | 05/2022 |
| Verus Investments | Seattle | WA | 03/2021 | 03/2022 |
| Verus Investments | Seattle | WA | 05/2019 | 03/2021 |
| Verus Investments | Seattle | WA | 03/2019 | 05/2019 |
| Verus Investments | Seattle | WA | 07/2017 | 03/2019 |
| Santa Clara University | Santa Clara | CA | 09/2012 | 12/2016 |
| Unemployed | Santa Clara | CA | 01/2017 | 06/2017 |
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