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11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2001-10-02 |
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 Wealth Management, Llc | Bellevue | WA | 10/2001 | Present |
| Berntson Porter & Company, Pllc | Bellevue | WA | 01/1997 | 04/2021 |
| Cbiz Berntson Porter | Bellevue | WA | 05/2021 | Present |
DEGROOT INVESTMENTS Investment-related 11100 NE 8TH ST STE 400, BELLEVUE, WA, 98004 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: 06/06/2019 Hours/Month: 5 Hours per year Hours during Securities trading hours: 0 Duties: Minimal administrative tasks required to maintain entity.
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