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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-13 |
Branch Locations
4211 N. Marshall Way Suite 100, Scottsdale, AZ 85251 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunriver Stables | Sunriver | OR | 06/2016 | 08/2021 |
| Dutch Bros Coffee | Bend | OR | 06/2019 | 08/2020 |
| Blondies Pizza | Sunriver | OR | 02/2018 | 08/2022 |
| Brewed Awakenings Coffee Roasters | Sunriver | OR | 05/2022 | 01/2024 |
| Village Bar And Grill | Sunriver | OR | 05/2023 | 08/2023 |
| Student | Pullman | WA | 08/2020 | 05/2024 |
| Brighton Jones | Scottsdale | AZ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-02 |
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