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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-20 |
Branch Locations
Lake Oswego, OR • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management, Llc | Seattle | WA | 09/2014 | 03/2018 |
| Mercer Global Advisors Inc | Bellevue / Seattle | WA | 03/2018 | 12/2020 |
| Osborne Partners Capital Management, Llc | San Francisco | CA | 02/2021 | 02/2022 |
| Asi Wealth Management & Consulting Services | Bend | OR | 09/2022 | 07/2023 |
| Hemispheres Consulting Inc. | Lake Oswego | OR | 12/2020 | Present |
| Assetmark Financial Holdings, Inc | Lake Oswego | OR | 01/2024 | 02/2026 |
| Sowell Management | Lake Oswego | OR | 02/2026 | Present |
Hemisheres Consulting Inc., Not Investment Related. Consulting Services provided to Registered Investment Advisers and Priviate Equity firms. Owner of the firm. Started in 2020. Approximate 0 hours a month and during trading hours are devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-28 |
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