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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
1300 El Camino Real Suite 100, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concordia University Irvine | Irvine | CA | 08/2017 | 05/2021 |
| Newport Beach Country Club | Newport Beach | CA | 11/2020 | 04/2021 |
| Lsl Cpas And Advisers | Santa Ana | CA | 01/2020 | 04/2021 |
| Ey | San Jose | CA | 07/2021 | 10/2022 |
| Brighton Jones | Menlo Park | CA | 01/2023 | Present |
| Peninsula Covenant Church | Redwood City | CA | 06/2018 | 08/2019 |
| Concordia University Irvine | Irvine | CA | 08/2017 | 05/2021 |
| Sequoia High School | Redwood City | CA | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-06 |
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