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2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-26 |
| WA | RA | APPROVED | 2024-02-23 |
Branch Locations
1201 Monster Rd Sw, Renton, WA 98057 • United States
2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Washington University | Bellingham | WA | 07/2015 | 06/2017 |
| Financial Life Advisor | Mercer Island | WA | 08/2017 | 10/2022 |
| Sagicor Financial Company | Mercer Island | WA | 04/2018 | 09/2019 |
| Centaurus Financial Inc | Anaheim | CA | 10/2020 | 12/2022 |
| Becu | Tukwilla | WA | 04/2023 | 09/2023 |
| Student | Mercer Island | WA | 08/2015 | 08/2017 |
| Unemployed | Snoqualmie | WA | 12/2022 | 04/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2023 | 02/2024 |
| Northwestern Mutual Investment Services Llc | Bellevue | WA | 10/2023 | 02/2024 |
| Decker Retirement Planning | Renton | WA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-28 |
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