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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iii Branches Law, Pllc | Thrivent | WA | 02/2016 | 10/2016 |
| Student | Portland | OR | 10/2016 | 09/2017 |
| Thrivent Investment Management Inc | Lake Oswego | OR | 02/2017 | 07/2018 |
| Thrivent Financial | Appleton | WI | 07/2017 | 09/2017 |
| Thrivent Financial | Appleton | WI | 09/2017 | 07/2018 |
| Keybank | Portland | OR | 07/2018 | 03/2019 |
| Key Investment Services | Portland | OR | 09/2018 | 03/2019 |
| Lpl Financial, Llc | Olympia | WA | 03/2021 | 03/2024 |
| Unemployed | Portland | OR | 04/2019 | 05/2019 |
| Heritage Bank | Olympia | WA | 06/2019 | 03/2021 |
| Financial Advocates Investment Management | Olympia | WA | 03/2021 | 03/2024 |
| Keybank Na | Tumwater | WA | 08/2025 | Present |
| Key Investment Services, Llc | Tumwater | WA | 11/2025 | Present |
| Unemployed | Tumwater | WA | 04/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-19 |
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