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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-03-19 |
Branch Locations
5401 Ridgeline Drive, Suite 120, Kennewick, WA 99338 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed, Inc. | Kennewick | WA | 09/2018 | 03/2021 |
| Unemployed | West Richland | WA | 12/2016 | 06/2017 |
| Northwestern Mutual Investment Services, Llc | Kennewick | WA | 11/2016 | 12/2016 |
| Washington River Protection Solutions | Richland | WA | 06/2018 | 08/2018 |
| Washington River Protection Solutions | Richland | WA | 06/2017 | 09/2017 |
| Unemployed | West Richland | WA | 09/2017 | 06/2018 |
| Elemsa Llc | Kennewick | WA | 09/2018 | Present |
| Oneascent Financial Services, Llc | Birmingham | AL | 03/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2021 | Present |
| Unemployed | West Richland | WA | 07/2016 | 11/2016 |
One Ascent Financial Services DBA 2-24 Wealth Group - Investment Related - 5401 Ridgeline Dr. Ste120 Kennewick, WA 99338 - Financial Planning - 03/2021 - 120hr/mos, 120 trading hrs - Managing investment advisory accounts and preparing financial plans || ELEMSA LLC - Not investment related - 5401 Ridgeline Dr Ste 120 Kennewick, WA 99338 - Payroll, Tax, Emp Benefits - Advisor Assoc - 09/2018 - 5hrs/mos, 0 trading hrs. - ParaPlanning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-02 |
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