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1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-08-02 |
Branch Locations
1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Badgley Phelps Wealth Managers, Llc | Seattle | WA | 08/2021 | Present |
| Badgley, Phelps And Bell Dba Badgley Phelps Wealth Managers | Seattle | WA | 06/2016 | 08/2021 |
Pacific Trust Company. 601 Union Square, #5305, Seattle, WA 98101. Nature of Business: Fiduciary Services. Nature of Position: Board of Directors. Responsibilities: Corporate governance, with no investment management responsibilities. Time involvement is approximately 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-20 |
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