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Daniel Reuben

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 2025-05-13
  • WA RA
    APPROVED
    Since 2025-05-13

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
Mutual Of Omaha Investor Services Lexington KY 11/2020 06/2021
Mutual Of Omaha Insurance Company Lexington KY 07/2020 11/2020
Unemployed Mukilteo WA 07/2020 07/2020
Full Time Student Lexington KY 06/2016 06/2020
Pathstone Bellevue WA 06/2021 07/2023
Pathstone Bellevue WA 07/2023 03/2025
Parcion Private Wealth Llc Bellevue WA 04/2025 Present
  • 11/2020 → 06/2021
    Mutual Of Omaha Investor Services
    Lexington, KY
  • 07/2020 → 11/2020
    Mutual Of Omaha Insurance Company
    Lexington, KY
  • 07/2020 → 07/2020
    Unemployed
    Mukilteo, WA
  • 06/2016 → 06/2020
    Full Time Student
    Lexington, KY
  • 06/2021 → 07/2023
    Pathstone
    Bellevue, WA
  • 07/2023 → 03/2025
    Pathstone
    Bellevue, WA
  • 04/2025 → Present
    Parcion Private Wealth Llc
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-05-07
S65 Uniform Investment Adviser Law Examination 2020-11-25
  • S63 Uniform Securities Agent State Law Examination
    2021-05-07
  • S65 Uniform Investment Adviser Law Examination
    2020-11-25
Designations

View on SEC IAPD

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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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