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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-21 |
Branch Locations
Woodinville, WA • United States
10655 Northeast Fourth Street Suite 810, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones Llc. | Seattle | WA | 12/2024 | 10/2025 |
| Best Buy Co. Inc. | Spokane Valley | WA | 02/2020 | 04/2024 |
| Unemployed, Full Time Student, Career Transition | Spokane | WA | 04/2024 | 11/2024 |
| Odom Corporation | Bellevue | WA | 05/2018 | 02/2020 |
| Best Buy Co. Inc. | Bothell | WA | 09/2005 | 03/2018 |
| Unemployed Career Transition | Kirkland | WA | 03/2018 | 05/2018 |
| Unemployed | Spokane | WA | 10/2025 | 02/2026 |
| Pekin Hardy Strauss | Chicago | IL | 02/2026 | 06/2026 |
| Mercer Global Advisors Inc. | Woodinville | WA | 07/2026 | Present |
Trustee of Three Family Irrevocable Trusts. Managing trust assets for family beneficiaries. Trust Assets Held in Brokerage accounts. Effective date: January 18, 2024 to PRESENT. Monthly Hours Spent - approximately 10. Hours devoted during securities trading hours: Average of 1 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
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