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800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-03-19 |
Branch Locations
800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Adams Wealth Advisors | Seattle | WA | 09/2007 | 02/2020 |
| Moss Adams Securities & Insurance Llc | Seattle | WA | 09/2007 | 02/2020 |
| Fulcrum Capital, Llc | Seattle | WA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-01 |
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