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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-12-15 |
| MT | RA | APPROVED | 2025-12-15 |
| AK | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED | 2025-02-13 |
| OR | RA | APPROVED | 2024-03-01 |
| WA | RA | APPROVED | 2022-10-11 |
Branch Locations
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management Llc | Seattle | WA | 09/2018 | 09/2022 |
| Cornerstone Advisors | Bellevue | WA | 04/2018 | 09/2018 |
| Harbourvest Partners | Boston | MA | 12/2015 | 04/2018 |
| Cnr Securities, Llc | Snohomish | WA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
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