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Daniel Kwon

Pathstone

Bellevue, WA

Englewood, NJ

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Current Employers
Pathstone

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-20
  • WA RA
    APPROVED
    Since 2020-10-20

Branch Locations

225 - 108Th Avenue Ne Suite 400, Bellevue, WA 98004 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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 03/1998 09/2020
Pathstone Bellevue WA 10/2020 Present
  • 03/1998 → 09/2020
    Cornerstone Advisors Inc
    Bellevue, WA
  • 10/2020 → Present
    Pathstone
    Bellevue, WA
Previous Registrations
  • 2003-03-05 → 2020-09-30
    Cornerstone Advisors Inc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-19
  • S65 Uniform Investment Adviser Law Examination
    2003-02-19

View on SEC IAPD

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