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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-06 |
Branch Locations
115 Broadway 5Th Floor, New York, NY 10006 • United States
22722 29Th Dr Se West, Suite 100, Bothell, WA 98021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington Trust Bank | Bellevue | WA | 07/2016 | 06/2019 |
| Aletheian Wealth Advisors Llc | Bellevue | WA | 06/2019 | 09/2024 |
| Compound Planning | New York | NY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-04 |
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