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18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-27 |
Branch Locations
1600 Bothell Everett Highway Suite 111, Mill Creek, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2016 | 10/2019 |
| Nordstrom | Bellevue | WA | 11/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sammamish | WA | 10/2019 | 03/2023 |
| Bank Of America, N.A. | Sammamish | WA | 10/2019 | 03/2023 |
| The Retirement Solution Inc. | Redmond | WA | 03/2023 | Present |
| The Retirement Solution Inc. | Redmond | WA | 03/2023 | 10/2024 |
| The Retirement Solution Inc | Redmond | WA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-19 |
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