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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
| WA | RA | APPROVED | 2026-04-13 |
Branch Locations
3760 Carillon Point, Kirkland, WA 98033-7455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Bellevue | WA | 04/2016 | 04/2020 |
| Morgan Stanley | Bellevue | WA | 04/2025 | 04/2026 |
| Rbc Capital Markets, Llc | Kirkland | WA | 04/2026 | Present |
| Ubs | Bellevue | WA | 04/2020 | 03/2025 |
(1) NAME OF ENTITY: JD Lakeview LLC ADDRESS: 13301 SE 46th Street, Bellevue, Washington 98006 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Assets/Products START DATE: Jun 24, 2022 CAPACITY: Other DUTIES: LLC holds two rental properties (Renton, WA and Portland, OR) HOURS DEVOTED PER MONTH: 2-4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-22 |
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