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11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2001-11-02 |
Branch Locations
11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berntson Porter & Company, Pllc | Bellevue | WA | 10/1990 | 04/2021 |
| Berntson Porter Wealth Management, Llc | Bellevue | WA | 11/2001 | Present |
| Cbiz Berntson Porter | Bellevue | WA | 05/2021 | Present |
Soundview Partners LLC Investment-related 18307 Soundview Pl, Edmonds, WA 98020 Nature of Business: Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 10/07/2013 Hours/Month: 0.5 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-22 |
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