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326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-08 |
Branch Locations
326 Admiral Way Suite 200, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 05/2011 | 10/2016 |
| Zevenbergen Capital Investments Llc | Edmonds | WA | 03/2026 | Present |
| Seattle Pacific University | Seattle | WA | 10/2016 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
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