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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2015 | 12/2016 |
| Charles Shwab & Co., Inc | Lynnfield | MA | 10/2017 | 09/2020 |
| Charles Schwab Bank | Lynnfield | MA | 10/2017 | 09/2020 |
| Unemployed | Manchester | NH | 12/2016 | 04/2017 |
| Wayfair | Boston | MA | 04/2017 | 08/2017 |
| Lake Street Advisors | Portsmouth | NH | 09/2020 | 03/2022 |
| Lake Street Advisors | Portsmouth | NH | 04/2022 | 12/2022 |
| Lake Street Advisors | Portsmouth | NH | 01/2023 | 04/2024 |
| Lnw Wealth Management, Llc | Seattle | WA | 04/2024 | 11/2025 |
| Laird Norton Wetherby Wealth Management, Llc | Seattle | WA | 12/2025 | 12/2025 |
| Laird Norton Wetherby Wealth Management, Llc | Seattle | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-17 |
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