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3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-04-17 |
| CA | RA | APPROVED | 2025-04-17 |
| OR | RA | APPROVED | 2025-04-17 |
| WA | RA | APPROVED | 2025-04-17 |
Branch Locations
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpwm Llc | Seattle | WA | 12/2015 | 08/2021 |
| Morton Capital Management | Calabasas | CA | 08/2021 | 08/2022 |
| Laird Norton Wetherby | Seattle | WA | 04/2024 | 01/2025 |
| Alaska Wealth Advisors | Anchorage | AK | 04/2025 | Present |
| Vin & Vie Cellars, Llc | Edmunds | WA | 08/2022 | 04/2024 |
Vin & Vie Cellars, LLC, 112 5th Ave. S Edmonds, WA 98020, Owner, April 2023, Not Investment Related, Wine Retail, 5 hours per month, 0 hours devoted during trading hours, Advocate for the success of the business throughout the community
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-08 |
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