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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2024 | 01/2025 |
| Verizon | Basking Ridge | NJ | 08/2022 | 08/2023 |
| The Madden Corporation | Waipahu | HI | 01/2020 | 08/2020 |
| Hawaiian Dredging Construction Company | Honolulu | HI | 05/2019 | 01/2020 |
| Victra | Pearl City | HI | 05/2017 | 04/2019 |
| Leeward Community College | Pearl City | HI | 05/2016 | 12/2019 |
| Panda Express | Honolulu | HI | 08/2017 | 12/2019 |
| Unemployed | Federal Way | WA | 02/2021 | 02/2022 |
| Unemployed | Auburn | WA | 02/2022 | 07/2022 |
| Unemployed | Honolulu | HI | 09/2020 | 02/2021 |
| Unemployed | Honolulu | HI | 03/2014 | 07/2017 |
| Unemployed | Puyallup | WA | 09/2023 | 03/2024 |
| University Of Hawaii-West Oahu | Kapolei | HI | 08/2017 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Navigate Financial | Lacey | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
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