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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triangulum Wealth Management Llc | Bellevue | WA | 12/2019 | Present |
| Self-Employed | Bellevue | WA | 05/2019 | 12/2019 |
| Microsoft Corp. | Redmond | WA | 04/2014 | 05/2019 |
| Cloudmoyo Inc. | Bellevue | WA | 08/2020 | 12/2021 |
| Viddl Inc. | Bellevue | WA | 07/2021 | 06/2022 |
I am currently a passive investor (limited partner) in a couple of privately held funds, namely the Columbia Pacific Income Fund and the Columbia Pacific Business Finance Fund. Columbia Pacific is an investment company based in Seattle, WA. I have been an investor in their funds since 2019. Their address is 1910 Fairview Ave E, Suite 200, Seattle, WA 98102. Aside from being a limited partner, I have no other association with Columbia Pacific. As a passive investor / limited partner in their funds I clearly do not have any duties related to Columbia Pacific and do not devote any of my work hours to Columbia Pacific on a regular basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-23 |
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