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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-12 |
Branch Locations
10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abbey Bookstore | Paris | 01/2018 | 03/2018 | |
| Walt Disney World Resorts In Orlando | Orlando | FL | 06/2016 | 06/2017 |
| Private Families | Redmond | WA | 07/2017 | 07/2022 |
| Bankers Life And Casualty | Bellevue | WA | 02/2023 | 09/2023 |
| Sails Washington | Lynnwood | WA | 08/2022 | 01/2023 |
| Unemployed | Woodstock | IL | 05/2015 | 08/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2023 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Bellevue | WA | 03/2024 | 10/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2024 | 10/2024 |
| Mml Investors Services, Llc | Seattle | WA | 12/2024 | 03/2025 |
| Massmutual Life Insurance Company | Seattle | WA | 12/2024 | 03/2025 |
| Unemployed | Redmond | WA | 10/2024 | 12/2024 |
| Equitable Advisors, Llc | New York | NY | 05/2025 | Present |
| Unemployed | Redmond | WA | 03/2025 | 05/2025 |
Bumble-Lee Bites Not investment related Redmond, prepping for private clients Owner/Personal Chef November 2024Approx. 24 hrs mo., 5,200 annual comp
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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