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Truvista Advisors LLC CRD 329785
$65.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
16275 Ne 85Th Street, Suite A, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-06 |
Branch Locations
16275 Ne 85Th Street, Suite A, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tailwind Capital Partners, Inc. | Redmond | WA | 12/2007 | Present |
| Truvista Advisors Llc | Redmond | WA | 12/2023 | Present |
| Tempered Networks | Redmond | WA | 09/2014 | 05/2022 |
1. OWNER & PRESIDENT, TAILWIND CAPITAL PARTNERS, INC. SINCE JANUARY 2007; NOT INVESTMENT-RELATED; SOURCES AND REMARKETS COMMERCIAL AIRCRAFT; TIME SPENT IS APPROXIMATELY 10 HOURS PER WEEK, MUCH OF WHICH MAY BE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-03 |
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