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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-26 |
Branch Locations
18697 State Highway 305 Northeast, Poulsbo, WA 98370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lethbridge Collegiate Institute | Lethbridge | 01/2014 | 06/2018 | |
| Trinity Western University | Langley | 09/2018 | 04/2022 | |
| 1St Choice Savings And Credit Union | Lethbridge | 05/2021 | 08/2021 | |
| 1St Choice Savings And Credit Union | Lethbridge | 05/2022 | 09/2022 | |
| Kitsap Bank | Port Orchard | WA | 01/2023 | 10/2023 |
| Olympic Nw Advisors | Port Orchard | WA | 10/2023 | 07/2024 |
| Unemployed | Lethbridge | 06/2018 | 09/2018 | |
| Unemployed | Port Orchard | WA | 10/2022 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | Present |
| Wealth Solutions...BY Design, Pllc | Poulsbo | WA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-16 |
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