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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-31 |
Branch Locations
4370 La Jolla Village Dr. Suite 400, San Diego, CA 92122 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 10/2025 | 10/2025 |
| Athleta | Boulder | CO | 02/2025 | 05/2025 |
| Cascade Wealth Strategies | Bellevue | WA | 05/2024 | 10/2025 |
| Springs Wealth Group | Colorado Springs | CO | 08/2023 | 01/2024 |
| Espn College Gameday | Boulder | CO | 09/2023 | 09/2023 |
| Seattle Boat Co | Bellevue | WA | 06/2019 | 08/2022 |
| Tyee Middle School | Bellevue | WA | 10/2015 | 08/2017 |
| Newport High School | Bellevue | WA | 09/2017 | 08/2019 |
| Eastside Catholic High School | Sammammish | WA | 09/2019 | 07/2021 |
| University Of Colorado-Boulder | Boulder | CO | 08/2021 | 05/2025 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-17 |
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