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Current Employers
Berntson Porter Wealth Management, Llc

11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2002-02-20
  • WA RA
    APPROVED
    Since 2002-02-20

Branch Locations

11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berntson Porter & Company, Pllc Bellevue WA 08/1989 04/2021
Berntson Porter Wealth Management, Llc Bellevue WA 02/2002 Present
Cbiz Berntson Porter Bellevue WA 05/2021 Present
  • 08/1989 → 04/2021
    Berntson Porter & Company, Pllc
    Bellevue, WA
  • 02/2002 → Present
    Bellevue, WA
  • 05/2021 → Present
    Cbiz Berntson Porter
    Bellevue, WA
Other Businesses

Shuksan Capital Ventures Group LLC Investment-related 5722 E Green Lake Way N, Seattle, WA 98103 Nature of Business: Holds personal investments - asset protection. 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: 07/21/2004 Hours/Month: 0.5 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Giorno Piovoso Fund LLC Investment-related 5722 E Green Lake Way N, Seattle, WA 98103 Nature of Business: Holds personal investments - asset protection. 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: 11/06/2005 Hours/Month: 0.5 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Seattle Women's Impact Fund Management, LLC Investment-related 5722 E Green Lake Way N, Seattle, WA 98103 Nature of Business: Holds personal investments - asset protection. 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: 01/26/2015 Hours/Month: 0.5 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-07
  • S65 Uniform Investment Adviser Law Examination
    2002-02-07
Other Names
  • Kim Marie Gregoris

View on SEC IAPD

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