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Rachele Solomae Bouchand

Pathstone

Englewood, NJ

Bellevue, WA

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-15
  • WA RA
    APPROVED
    Since 2020-10-15

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

225-108Th Avenue Ne 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
Cornerstone Advisors, Inc. Bellevue WA 05/2018 09/2020
Pathstone Bellevue WA 10/2020 Present
Ascent Private Capital Management Bellevue WA 06/2016 04/2018
  • 05/2018 → 09/2020
    Cornerstone Advisors, Inc.
    Bellevue, WA
  • 10/2020 → Present
    Bellevue, WA
  • 06/2016 → 04/2018
    Ascent Private Capital Management
    Bellevue, WA
Previous Registrations
  • 2018-05-02 → 2020-09-30
    Cornerstone Advisors Inc
    Bellevue, WA
  • 2015-12-11 → 2016-07-18
    Bellevue, WA
  • 2007-01-03 → 2010-12-31
    Cawaring Financial Planning, Llc
    Bellevue, WA
  • 2003-12-12 → 2006-03-21
    Merriman, Llc
    Seattle, WA
  • 2000-05-24 → 2003-11-24
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-11-28
  • S66 Uniform Combined State Law Examination
    1997-11-28
Designations
Other Names
  • Rachele S Cawaring
  • Rachele Solomae Cawaring

View on SEC IAPD

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