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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| ID | RA | APPROVED | 2026-03-24 |
| WA | RA | APPROVED | 2026-03-24 |
Branch Locations
717 West Sprague Avenue Suite 500, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Spokane | WA | 05/2025 | Present |
| Columbia Advisory Partners | Spokane | WA | 06/2024 | 01/2025 |
| American Estate And Trust | Spokane | WA | 06/2024 | 01/2025 |
| Northwestern Mutual | Coeur D'ALene | ID | 06/2023 | 05/2024 |
| Curbworx Llc | Post Falls | ID | 06/2021 | 09/2022 |
| Super 1 Foods | Hayden | ID | 06/2020 | 02/2022 |
| University Of Idaho | Moscow | ID | 08/2023 | Present |
| Post Falls High School | Post Falls | ID | 09/2019 | 06/2023 |
| River City Middle School | Post Falls | ID | 09/2016 | 06/2019 |
688264- Kinnex Health LLC; Investment related: Yeso; Coeur d’Alene, Idaho; Hospital/Healthcare:Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 30; Administrative:Accounting/Bookkeeping:Business Development/Growth:Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
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