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405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-05-19 |
Branch Locations
405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-07-08 |
Branch Locations
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Road Wealth Management, Llc | Anchorage | AK | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 07/2024 |
| Ernst And Young Llp | Chicago | IL | 06/2023 | 08/2023 |
| Take Charge Cats | Tucson | AZ | 09/2021 | 05/2022 |
| Full-Time Education | Denver | CO | 05/2022 | 06/2025 |
| Full-Time Education | New Trier Township | IL | 08/2017 | 08/2021 |
| Full-Time Education | Chicago | IL | 06/2014 | 06/2017 |
| Alaska Wealth Advisors | Anchorage | AK | 07/2025 | 04/2026 |
| Elfie's Canteen Inc | Chicago | IL | 08/2021 | Present |
Elfie's Canteen Inc; Not investment-related;11601 E Touhy Ave, Des Plaines, IL 60018; Restaurant; bookkeeper; 08/2021 to Present; 12 hours per month and none during securities trading hours; Reporting and analytics, general administration, social media/digital presence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-25 |
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