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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-02 |
| WA | RA | APPROVED | 2015-09-02 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management, Llc | Seattle | WA | 08/2015 | Present |
ANCHORAGE ESTATE PLANNING COUNCIL; INVESTMENT-RELATED; 645 G ST STE 100 #1053, ANCHORAGE, AK, 99501; NATURE OF THE BUSINESS IS TO PROMOTE THE PUBLIC AWARENESS OF THE IMPORTANCE OF ESTATE PLANNING BY A TEAM OF PROFESSIONAL ADVISORS AND PROVIDE EDUCATION AND LEARNING OPPORTUNITIES FOR MEMBERS; PRESIDENT OF THE BOARD; 06/01/2025; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE THE SUPERVISION AND CONTROL OF ALL BUSINESS AND AFFAIRS OF THE COUNCIL AS WELL AS LEADING ALL BOARD AND MEMBER MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-06 |
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