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10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
| WA | RA | APPROVED | 2024-01-29 |
Branch Locations
10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dairy Queen | Cle Elum | WA | 06/2018 | 06/2019 |
| Cle Elum Roslyn High School | Cle Elum | WA | 09/2015 | 06/2019 |
| Cottage Cafe | Cle Elum | WA | 04/2019 | 06/2020 |
| Roslyn Ridge Activity Center | Ronald | WA | 06/2020 | 10/2020 |
| Canyon River Ranch | Ellensburg | WA | 06/2021 | 01/2022 |
| Canyon River Ranch | Ellensburg | WA | 06/2021 | 10/2022 |
| Alegria & Company P.S. | Yakima | WA | 01/2022 | 06/2023 |
| Central Washington University | Ellensburg | WA | 09/2019 | 06/2023 |
| Scs | Bellevue | WA | 09/2023 | Present |
| Scs | Bellevue | WA | 06/2023 | 09/2023 |
| Scs | Bellevue | WA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
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