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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 07/2023 | 12/2025 |
| Southern Glazer's Wine & Spirits | Dallas | TX | 07/2021 | 05/2023 |
| Anthony's Seafood Restaurant | Gig Harbor | WA | 05/2019 | 08/2020 |
| Home Depot | Gig Harbor | WA | 05/2020 | 08/2020 |
| Burger King | Gig Harbor | WA | 05/2019 | 08/2019 |
| Kelly's Cafe & Espresso | Gig Harbor | WA | 05/2018 | 08/2018 |
| Panda Garden Restaurant | Gig Harbor | WA | 12/2015 | 12/2017 |
| Peninsula High School | Gig Harbor | WA | 08/2013 | 05/2017 |
| Boise State University | Boise | ID | 05/2017 | 08/2018 |
| Washington State University | Pullman | WA | 08/2018 | 05/2021 |
| Unemployed | Tyler | TX | 01/2026 | 04/2026 |
| Integrated Wealth Concepts | Waltham | MA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-07 |
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