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401 Union Street 18Th Floor, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-27 |
| WA | RA | APPROVED | 2023-06-21 |
Branch Locations
401 Union Street 18Th Floor, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gonzaga University | Spokane | WA | 08/2013 | 05/2017 |
| Gee Automotive | Spokane | WA | 05/2016 | 10/2016 |
| Bear Mountain Capital, Inc. | Seattle | WA | 06/2017 | 12/2022 |
| Russell Investments Financial Services, Llc | Seattle | WA | 06/2023 | Present |
| Traveling | Seattle | WA | 01/2023 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
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