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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-24 |
Branch Locations
600 West Broadway Suite 2625, San Diego, CA 92101 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albertsons | Eugene | OR | 04/2018 | 09/2018 |
| Franz Bakery | Eugene | OR | 06/2019 | 01/2022 |
| Zentopia | Eugene | OR | 02/2021 | 01/2022 |
| Unemployed | Eugene | OR | 01/2013 | 04/2018 |
| Unemployed | Eugene | OR | 01/2022 | 11/2022 |
| University Of Oregon | Eugene | OR | 09/2018 | 06/2019 |
| Thomas Stewart | San Diego | CA | 12/2022 | 03/2023 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 04/2023 | 12/2025 |
| Thomas Stewart | San Diego | CA | 03/2023 | 12/2025 |
| Entrewealth, Llc | San Diego | CA | 01/2026 | 06/2026 |
| Cerity Partners Llc | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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