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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-22 |
Branch Locations
11911 Ne 1St Street Suite 305, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Seattle | WA | 05/2023 | 12/2025 |
| Washington State University- Carson College Of Business | Pullman | WA | 01/2023 | 05/2023 |
| University Of Stirling, Scotland | Stirling | 09/2022 | 12/2022 | |
| Mcdonald's Of Yakima And Kittitas County | Yakima | WA | 06/2022 | 08/2022 |
| Washington State University- Carson College Of Business | Pullman | WA | 09/2021 | 05/2022 |
| Unemployed | Yakima | WA | 05/2021 | 08/2021 |
| Wells Fargo Bank | Yakima | WA | 09/2017 | 04/2021 |
| Yakima Valley College | Yakima | WA | 08/2019 | 05/2021 |
| Mcdonald's Of Yakima And Kittitas County | Yakima | WA | 07/2011 | 08/2017 |
| Osaic Wealth, Inc. | Kirkland | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-30 |
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