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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-15 |
| WA | RA | APPROVED | 2024-07-15 |
Branch Locations
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eq Wealth Management | Bellevue | WA | 06/2024 | Present |
| Alphasights Inc. | New York | NY | 09/2022 | 03/2024 |
| Affirma | Bellevue | WA | 03/2022 | 06/2022 |
| Eq Wealth Management | Mercer Island | WA | 04/2021 | 03/2022 |
| Family Nanny | Seattle | WA | 03/2019 | 09/2020 |
| Zara Usa | Bellevue | WA | 06/2018 | 09/2018 |
| Tam O'SHanter Golf & Country Club | Bellevue | WA | 06/2015 | 09/2017 |
| N/A | Bellevue | WA | 10/2017 | 05/2018 |
| N/A | Bellevue | WA | 10/2020 | 03/2021 |
| N/A | Bellevue | WA | 10/2018 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-15 |
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