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11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-16 |
Branch Locations
1420 5Th Avenue Floor 18, Seattle, WA 98101 • United States
11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joe And Rosie Coffee And Tea | Dexter | MI | 03/2018 | 08/2021 |
| University Of Michigan Department Of Recreational Sports | Ann Arbor | MI | 12/2021 | 05/2023 |
| Biercamp | Ann Arbor | MI | 08/2021 | 12/2021 |
| Bernstein Private Wealth Management | San Francisco | CA | 06/2022 | 08/2022 |
| Shipt | Ann Arbor | MI | 07/2021 | 01/2022 |
| Merriman Wealth Management | Seattle | WA | 06/2023 | 02/2025 |
| Student | Whitmore Lake | MI | 01/2012 | 04/2023 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | 09/2025 |
| Mdrn Wealth, Llc | Scottsdale | AZ | 09/2025 | 11/2025 |
| Composition Wealth, Llc | Seattle | WA | 01/2026 | Present |
Rover; Non-Investment Related; 720 Olive Way, Seattle, WA 98101; Pet Sitter; Pet sitter; March 28, 2024; 6 hours per month; 0 hours during securities trading hours; I pet sit cats and dogs around my neighborhood upon request of their owners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-22 |
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