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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-28 |
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