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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-03 |
| NV | RA | APPROVED | 2026-08-03 |
| ID | RA | APPROVED | 2026-07-31 |
| WA | RA | APPROVED | 2026-07-31 |
Branch Locations
16201 E Indiana Avenue Suite 2550, Spokane, WA 99216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2023 | 07/2026 |
| New Home Star | Elmhurst | IL | 03/2018 | 07/2023 |
| Stewart's Painting | Spokane | WA | 03/2016 | 12/2018 |
| Muv Fitness | Spokane | WA | 03/2015 | 12/2016 |
| Sacred Heart Medical Center | Spokane | WA | 03/2016 | 12/2018 |
| Guardian Life Insurance Company | Spokane | WA | 07/2026 | Present |
| Park Avenue Securities | Spokane | WA | 07/2026 | Present |
1. Rental income property Start date: 9/10/2021 14715 E Sanson Ave. Spokane Valley, WA 99216 1 hour per month; 0 hours/month during securities trading hours investment-related 10-25% Annual compensation percentage 2.Tamarack Center - I'm a board member of this charity, the charity's purpose is in patient mental health center. My board position is general, I'm on no specific committees and attend monthly board meetings. I do not have any involvement or authority in making financial decisions. 04/01/19 9201 W. Elliott Dr. Spokane WA 99224 2 hours/month; 2 hours/month during securities trading hours Not investment related No compensation 3. EWU Alumni Association - General board member of Eastern Washington University Alumni Association. I'm a general board member and attend meetings once every 4 months. I do not have any authority or responsibility for alumni association investment accounts or financial decisions. 7/1/2026 616 Study Ln, Cheney, WA 99004 1 hour/month; 0 hours/month during securities trading hours not investment related no compensation 4. Insurance other than Guardian - I am an independent contractor offering insurance products outside of Guardian Insurance to clients. I do not have a general agents contract, I only have an individual producers contract. 08/01/2026 14505 E Caprio Ave. Spokane Valley Washington 99216 4 hours/month; 2 hours/month during securities trading hours investment related 10-25% Annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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