Best Investors Account Sign in
Inactive

Wendy Leigh Taylor

Badgley Phelps Wealth Managers

Seattle, WA

Claim This Profile
Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-08-02
  • WA RA
    APPROVED
    Since 2021-08-02

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • 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
Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers Seattle WA 06/2016 08/2021
Badgley Phelps Wealth Managers, Llc Seattle WA 08/2021 01/2022
Badgley Phelps Wealth Managers, Llc Seattle WA 01/2022 Present
  • 06/2016 → 08/2021
    Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers
    Seattle, WA
  • 08/2021 → 01/2022
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
  • 01/2022 → Present
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
Previous Registrations
  • 2001-04-18 → 2021-08-01
    Badgley Phelps Wealth Managers
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-24
  • S65 Uniform Investment Adviser Law Examination
    2001-02-24
Other Names
  • Wendy Leigh Swanson
  • Wendy Leigh Miller
  • Wendy Leigh Taylor

View on SEC IAPD

Other Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC
ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor