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420 Wellington Ave Suite 101, Walla Walla, WA 99362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-01 |
Branch Locations
420 Wellington Ave Suite 101, Walla Walla, WA 99362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifefocus Financial Advisors Llc | Walla Walla | WA | 11/2023 | Present |
| City Of Olympia | Olympia | WA | 10/2021 | Present |
| Springbrook Software | Spokane | WA | 07/2020 | 06/2021 |
| City Of Olympia | Olympia | WA | 07/2021 | 10/2022 |
| Bias Software | Spokane | WA | 06/2018 | 06/2020 |
| Howell Munitions And Technology | Lewiston | ID | 11/2017 | 05/2018 |
| Lewis Clark State College | Lewiston | ID | 09/2013 | 11/2017 |
City of Olympia Not investment related 601 4th Ave. E, Olympia, WA 98501 Municipality Senior Accountant Employee 07/06/2021 160 hours 140 hours Senior accountant responsible for preparing financial statements and maintaining the general ledger
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-27 |
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