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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-08 |
Branch Locations
10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2024 | Present |
| Unemployed | Renton | WA | 12/2023 | 06/2024 |
| Tarantino's Pizzeria | Bozeman | MT | 10/2020 | 11/2023 |
| Green Apple Catering | Redmond | WA | 06/2023 | 08/2023 |
| Rainier Golf And Country Club | Seattle | WA | 06/2023 | 08/2023 |
| Sushi Cafe | Renton | WA | 08/2016 | 08/2020 |
| Sushi Cafe | Renton | WA | 05/2021 | 08/2021 |
| Montana State University | Bozeman | MT | 08/2020 | 12/2023 |
| Bellevue College | Bellevue | WA | 09/2019 | 06/2020 |
PHCC-WA, the Plumbing-Heating-Cooling Contractors Association of Washington. My role would be to support local business owners through my financial planning and investment services. I would not be in a particular role, such as a board member or other. 8 hrs per month. 04/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-05 |
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