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Parcion Private Wealth LLC CRD 305115
$2.95B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-06-30 |
Branch Locations
11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Spokane | WA | 01/2021 | 03/2022 |
| J.P. Morgan Securities Llc | Spokane | WA | 01/2021 | 03/2022 |
| Moss Adams Llp | Tacoma | WA | 01/2019 | 07/2020 |
| Lululemon Athletica | Tukwila | WA | 07/2018 | 10/2018 |
| Moss Adams Llp | Tacoma | WA | 06/2017 | 08/2017 |
| Gonzaga University | Spokane | WA | 08/2017 | 08/2018 |
| Washington State University | Pullman | WA | 08/2013 | 04/2017 |
| Unemployed | Tacoma | WA | 05/2017 | 05/2017 |
| Unemployed | Tacoma | WA | 11/2018 | 12/2018 |
| Unemployed | Tacoma | WA | 08/2020 | 12/2020 |
| Parcion Private Wealth Llc | Bellevue | WA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-11 |
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