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Threadline Wealth CRD 108917
$5.77B regulatory AUM 41 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2008-02-19 |
Branch Locations
1301 A Street Ste 600, Tacoma, WA 98402 • United States
10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Adams, Llp | Tacoma | WA | 11/2007 | Present |
| Moss Adams Wealth Advisors Llc | Tacoma | WA | 07/2008 | Present |
| Moss Adams Securities & Insurance Llc | Tacoma | WA | 07/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2008-02-18 |
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