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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 09/2023 | 09/2024 |
| Yakima Country Club | Yakima | WA | 05/2018 | 08/2022 |
| Unemployed | Selah | WA | 08/2022 | 09/2023 |
| Selah School District | Selah | WA | 08/2007 | 06/2020 |
| Eastern Washington University | Cheney | WA | 09/2020 | 06/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2022 | 04/2023 |
| Osaic Wealth | Yakima | WA | 03/2025 | Present |
| Alegria Asset Management | Yakima | WA | 02/2025 | Present |
| Unemployed | Yakima | WA | 09/2024 | 02/2025 |
BBM FINANCIAL SERVICES - DBA ALEGRIA ADVISORS POSITION: Client Service and Administration Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: 1440 North 16th Avenue, Yakima WA 98902, United States DESCRIPTION: Support financial services practice for advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-13 |
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