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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-09 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University, Chico | Chico | CA | 08/2016 | 05/2020 |
| Parametric Portfolio Associates | Seattle | WA | 07/2020 | 07/2021 |
| Freestone Capital Management, Llc | Seattle | WA | 08/2021 | 06/2026 |
| Freestone Capital Management, Llc | Seattle | WA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
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