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201 N Edison St. Suite 229, Kennewick, WA 99338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-06 |
| UT | RA | APPROVED | 2025-07-31 |
| ID | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-03-28 |
| WA | RA | APPROVED | 2025-03-24 |
Branch Locations
201 N Edison St. Suite 229, Kennewick, WA 99338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Seattle | WA | 06/2021 | 03/2025 |
| Russell Investments | Seattle | WA | 09/2019 | 06/2021 |
| Clearwater Analytics | Boise | ID | 05/2018 | 08/2018 |
| Merrill Lynch | Coeur D Alene | ID | 05/2017 | 08/2017 |
| Coeur D Alene Resort | Coeur D Alene | ID | 05/2017 | 08/2017 |
| University Of Idaho | Moscow | ID | 08/2016 | 05/2017 |
| University Of Idaho | Moscow | ID | 08/2017 | 05/2018 |
| University Of Idaho | Moscow | ID | 08/2018 | 05/2019 |
| Travelling Abroad | Barcelona | 05/2019 | 08/2019 | |
| Deleon Wealth Llc | Kennewick | WA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
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