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Kennewick, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Group | Sandy | UT | 06/2015 | 04/2018 |
| Becton Dickson Medical | Salt Lake City | UT | 04/2018 | 05/2020 |
| Everspire | Midvale | UT | 03/2020 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 06/2021 |
| Rx Wealth Management, Llc | Kennewick | WA | 03/2023 | Present |
| Stay At Home Dad | Kennewick | WA | 06/2021 | Present |
| Aegis Wealth Group Llc/ Everspire | Sandy | UT | 04/2016 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-03 |
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