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Newcastle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
| WA | RA | APPROVED | 2026-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthrise | Newcastle | WA | 06/2026 | Present |
| Rippling | Seattle | WA | 08/2025 | Present |
| Fieldguide | Seattle | WA | 11/2022 | 07/2025 |
| Brex | San Francisco | CA | 10/2021 | 11/2022 |
| Salesforce | San Francisco | CA | 07/2018 | 10/2021 |
| Jiang China Design | Hangzhou | 05/2017 | 08/2017 | |
| Salesforce | San Francisco | CA | 05/2017 | 08/2017 |
| Georgia Institute Of Technology | Atlanta | GA | 08/2016 | 05/2018 |
1) RIPPLING; NON-INVESTMENT RELATED; SEATTLE, WA; WORKFORCE MANAGEMENT SOFTWARE; STAFF PRODUCT DESIGNER; 08/2025; APPROX. 160 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; STAFF PRODUCT DESIGNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
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