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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-01 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
10900 Ne 8Th Street Suite 1122, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 02/2010 | 10/2020 |
| Pathstone | Bellevue | WA | 10/2020 | 11/2020 |
| 30 North Group | Bellevue | WA | 11/2020 | 05/2023 |
| Clear Coast Partners | Kirkland | WA | 05/2023 | 08/2025 |
| Hightower Advisors, Llc | Bellevue | WA | 09/2025 | Present |
Whiteline Advisory; Investment Related - No; Lynnwood, WA; Owner; Start Date - 09/2025; Approximately 0 hours per month with 0 hours during securities trading hours; Sole consultant to private family operating businesses who are looking for an operational sounding board or fractional C-suite help. Clear Coast Partners, LLC; Investment Related - Yes; Kirkland, WA; xxx; Majority Partner; Start Date - 09/2025; Approximately 0 hours per month with 0 hours during securities trading hours; Formed for healthcare-related investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-01 |
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