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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Microsoft | Redmond | WA | 01/2017 | 04/2023 |
| Rendition Software | Redmond | WA | 10/2003 | 01/2017 |
| Williams 360 Financial Advisory | Bellevue | WA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-17 |
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