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1301 Fifth Avenue Suite 3030, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-03 |
Branch Locations
1301 Fifth Avenue Suite 3030, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garde Capital, Inc. | Seattle | WA | 01/2024 | Present |
| Convoy, Inc. | Seattle | WA | 06/2021 | 10/2023 |
| Parametric Portfolio Associates | Seattle | WA | 06/2020 | 08/2020 |
| Unemployed | Seattle | WA | 10/2023 | 01/2024 |
| Unemployed | Seattle | WA | 08/2020 | 06/2021 |
| Student | Seattle | WA | 01/2014 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
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