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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-06 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
11431 Willows Rd Ne, Suite 120, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2023 | 05/2026 |
| Mountain Pacific Bank | Everett | WA | 12/2021 | 12/2023 |
| American Railworks | Lynnwood | WA | 05/2020 | 03/2021 |
| Anthony's Homeport | Kirkland | WA | 08/2019 | 11/2019 |
| Cort Party Rentals | Chantilly | VA | 06/2018 | 08/2019 |
| Sydney Bakery & Wine Bar | Mukilteo | WA | 03/2016 | 08/2017 |
| Les Schwab Tire Center | Bend | OR | 12/2016 | 01/2017 |
| U.S. Bank | Minneapolis | MN | 09/2017 | 03/2018 |
| Suncadia | Cle Elum | WA | 05/2019 | 06/2019 |
| Synrad Inc | Mukilteo | WA | 12/2019 | 05/2020 |
| Keller Williams | Everett | WA | 09/2020 | 09/2022 |
| Beacon Pointe Advisors, Llc | Redmond | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
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