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Newport, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saltbox Financial Llc | Amesbury | MA | 09/2024 | 01/2026 |
| Wholehearted Bookkeeping | San Marcos | CA | 08/2020 | 07/2025 |
| University Of St. Augustine For Health Sciences | San Marcos | CA | 02/2019 | 11/2020 |
| Ultimate Staffing | San Marcos | CA | 12/2018 | 05/2019 |
| Center For Family Life | Brooklyn | NY | 10/2016 | 07/2017 |
| Un Sustainable Development Solutions Network | New York | NY | 08/2016 | 10/2016 |
| Not Applicable | Carlsbad | CA | 08/2017 | 12/2018 |
| Reinhardt Consulting Firm Llc | Newport | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
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