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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-06-05 |
Branch Locations
225 108Th Avenue Ne Suite 800, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Seattle | WA | 10/2021 | 05/2023 |
| Key Private Bank | Seattle | WA | 05/2012 | 10/2021 |
| Ubs Financial Services Inc | Bellevue | WA | 05/2023 | Present |
Board Member for the Herbert Jones Foundation. This is purely a volunteer position, with no compensation. The Board reviews and approves grants to support the mission of the Foundation which is to support students participating in programs at post secondary colleges and universities in learning about entrepreneurism and small businesses. I became a member in October 2022. I volunteer around 12-16 hours a year. This is non-investment related. I co-own Avid Academy which owns a health and fitness business, Sasquatch Strength at Bridle Trails, WA that is managed and run by my husband. I do not run the day-to-day functions of the business. This is a non-investment related business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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