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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-02-11 |
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 |
|---|---|---|---|---|
| Pitchbook Data | Seattle | WA | 08/2016 | 08/2017 |
| The Lyman Group | Seattle | WA | 09/2017 | 12/2017 |
| Freestone Capital Management Llc | Seattle | WA | 01/2018 | Present |
The name of the other business: Financial Planning Association of Puget Sound Whether the business is investment-related: No (there are events that we may hire a speaker to speak about investments, but I personally will not be doing anything with investments) The address of the other business: 2150 N 107th St. Suite 205 Seattle, WA 98133 The nature of the other business: networking and educational events for financial planning professionals Your position: NexGen Chair Title, or relationship with the other business: Volunteer Board Member The start date of your relationship: January 10th, 2022 The approximate number of hours/month you devote to the other business: 1 hour The number of hours you devote to the other business during securities trading hours: 0 And briefly describe your duties relating to the other business: assist with planning events such as conferences and networking happy hours (make reservations and accommodations for the event, try and get people to attend our events by reaching out to them via email and LinkedIn)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
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