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Zachary Shaw Cleveland

Parcion Private Wealth LLC

Bellevue, WA

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Current Employers
Parcion Private Wealth Llc

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-06
  • WA RA
    APPROVED
    Since 2026-02-06

Branch Locations

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Dallas TX 11/2016 09/2017
Commerce Street Capital, Llc Dallas TX 09/2017 05/2018
Merril Lynch New York NY 05/2016 11/2016
Crow Holdings Capital - Investment Partners Dallas TX 10/2018 02/2021
Ch Investment Partners Dallas TX 06/2022 11/2024
Cresset Asset Management, Llc Chicago IL 11/2024 12/2025
Commerce Street Capital, Llc Dallas TX 05/2018 10/2018
Full-Time University Student Dallas TX 09/2012 01/2017
Ch Investment Partners Dallas TX 02/2021 06/2022
Parcion Private Wealth Llc Bellevue WA 01/2026 Present
  • 11/2016 → 09/2017
    Student
    Dallas, TX
  • 09/2017 → 05/2018
    Commerce Street Capital, Llc
    Dallas, TX
  • 05/2016 → 11/2016
    Merril Lynch
    New York, NY
  • 10/2018 → 02/2021
    Crow Holdings Capital - Investment Partners
    Dallas, TX
  • 06/2022 → 11/2024
    Ch Investment Partners
    Dallas, TX
  • 11/2024 → 12/2025
    Cresset Asset Management, Llc
    Chicago, IL
  • 05/2018 → 10/2018
    Commerce Street Capital, Llc
    Dallas, TX
  • 09/2012 → 01/2017
    Full-Time University Student
    Dallas, TX
  • 02/2021 → 06/2022
    Ch Investment Partners
    Dallas, TX
  • 01/2026 → Present
    Parcion Private Wealth Llc
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-17
S66 Uniform Combined State Law Examination 2018-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-04-17
  • S66 Uniform Combined State Law Examination
    2018-08-20
Designations
Other Names
  • Zack Cleveland
  • Zachary N Cleveland-Shaw
  • Zachary Nicholas Cleveland-Shaw

View on SEC IAPD

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Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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