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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-19 |
| CA | RA | APPROVED | 2023-09-19 |
| NY | RA | APPROVED | 2023-09-19 |
Branch Locations
370 Lexington Avenue, New York, NY 10017 • United States
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | New York | NY | 09/2014 | 12/2016 |
| Bny Mellon Wealth Management | New York | NY | 12/2016 | 08/2017 |
| Bny Mellon Wealth Management | New York | NY | 09/2017 | 06/2021 |
| Bny Mellon Wealth Management | New York | NY | 07/2021 | 12/2021 |
| Wetherby Asset Management | New York | NY | 12/2021 | 12/2024 |
| Laird Norton Wetherby Wealth Management, Llc | New York | NY | 01/2025 | Present |
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