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1200 Westlake Ave North Suite 508, Seattle, WA 98109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-30 |
Branch Locations
1200 Westlake Ave North Suite 508, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arrivity Financial Planning | Seattle | WA | 07/2026 | Present |
| Wells Fargo Advisors/Randstad Usa | Bellevue | WA | 02/2026 | 07/2026 |
| Unemployed | Shoreline | WA | 04/2025 | 01/2026 |
| Aarp Foundation | Seattle | WA | 02/2026 | 04/2026 |
| Aarp Foundation | Seattle | WA | 02/2025 | 04/2025 |
| Unemployed | Shoreline | WA | 06/2020 | 01/2025 |
| G.R.O.W. (Non-Profit) | Sonoma | CA | 09/2019 | 06/2020 |
| Unemployed | Shoreline | WA | 05/2019 | 08/2019 |
| Western Michigan University | Kalamazoo | MI | 09/2017 | 04/2019 |
| Self-Employed (Franchised Restaurant Owner) | Imus | 07/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
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