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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Financial Advisors Inc. | Bellevue | WA | 09/2023 | 12/2025 |
| Cetera Wealth Services, Llc | Bellevue | WA | 07/2024 | 06/2025 |
| Maples Fund Services | Montreal | 08/2017 | 07/2018 | |
| Full Time Education | Montreal | 08/2015 | 07/2017 | |
| Homemaker | Lynnwood | WA | 07/2018 | 09/2023 |
| Cetera Advisor Networks Llc | Bellevue | WA | 09/2023 | 06/2025 |
| Cetera Investment Advisers Llc | Bellevue | WA | 03/2025 | 06/2025 |
| Raymond James Financial Services Inc. | Bellevue | WA | 06/2025 | 12/2025 |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 06/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Seattle | WA | 01/2026 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
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