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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-20 |
| CA | RA | APPROVED | 2023-09-15 |
| NY | RA | APPROVED | 2023-09-15 |
Branch Locations
370 Lexington Avenue, New York, NY 10017 • United States
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wetherby Asset Management | San Francisco | CA | 03/2016 | 12/2023 |
| Laird Norton Wetherby Wealth Management, Llc | New York City | NY | 01/2025 | Present |
| Laird Norton Wetherby Wealth Management, Llc | San Francisco | NY | 01/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-05 |
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