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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Newport Beach | CA | 05/2014 | 11/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2017 | Present |
| Rba Wealth Management | Albany | NY | 11/2017 | 03/2026 |
| Asset One Wealth Management, Llc | Lake Forest | CA | 03/2026 | Present |
1. Purshe Kaplan Sterling Investments - Investment Related - At Reported Location - Insurance Purposes - Registered representative - 11/2017 - 6 hours/month - 1 hour/week during trading hours - The IAR supports clients through monitoring of insurance and offerings when clients request. 2. Asset One Wealth Management - Investment Related, At Reported Location - Investment Advisement - Financial Advisor - 3/31/2026 - 40hrs/month - all during trading hours - I manage portfolios, place trades and manage relationships for cleitns
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-16 |
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