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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
| WA | RA | APPROVED | 2024-12-23 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kilows | Seattle | WA | 01/2022 | 04/2024 |
| Santa Clara University | Santa Clara | CA | 09/2017 | 06/2021 |
| Na | Redmond | WA | 07/2021 | 12/2021 |
| New York Life Insurance Company | Bellevue | WA | 04/2024 | Present |
| Nylife Securities Llc | Bellevue | WA | 05/2024 | Present |
| Na | Redmond | WA | 01/2014 | 08/2017 |
| Eagle Strategies | Bellevue | WA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-18 |
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