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Jeffrey Earl Otis

Evergreen Capital Management LLC

Bellevue, WA

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Current Employers
Evergreen Capital Management Llc

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2008-01-01
  • WA RA
    APPROVED
    Since 2008-01-01

Branch Locations

500 108Th Avenue N.E. Suite 720, 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
Evergreen Capital Management Llc Bellevue WA 07/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-28
  • S65 Uniform Investment Adviser Law Examination
    2007-12-28

View on SEC IAPD

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