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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-11-12 |
Branch Locations
15169 N Scottsdale Road Suite 3005, Scottsdale, AZ 85254 • United States
225 - 108Th Avenue Ne Suite 400, Bellevue, WA 98004 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
Owns a three-unit rental property, no business name; non-investment related; 7109 134th Avenue NE, Redmond, WA 98052; passive rental property; owner; start 07/2021; 1-2 hours/month; <1 hour during trading; role involves paying vendor bills and working with the property manager on any tenant-related issues. Owns a single-unit rental property through Old Trail Road, LLC; non-investment related; 10133 E Old Trail Road, Scottsdale, AZ 85262; passive rental property; owner; start 05/2025; 1-2 hours/month; <1 hour during trading; role involves paying vendor bills and working with the property manager on any tenant-related issues.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-26 |
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