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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-16 |
| WA | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2023 | 05/2025 |
| Cintas | Everett | WA | 10/2022 | 11/2023 |
| Glowforge | Seattle | WA | 09/2020 | 01/2023 |
| Mount Baker Mining And Metals, Llc | Bellingham | WA | 01/2017 | 04/2025 |
| Home Depot | Bellingham | WA | 05/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Monroe | WA | 05/2025 | Present |
| Western Washington University | Bellingham | WA | 09/2015 | 06/2020 |
| Winco Holdings Inc. | Bellingham | WA | 05/2017 | 05/2017 |
| Bank Of America, N.A. | Monroe | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-10 |
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