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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
| CA | RA | APPROVED | 2021-06-29 |
Branch Locations
560 Mission Street Suite 2800, San Francisco, CA 94105 • United States
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 |
|---|---|---|---|---|
| Freestone Capital Management Llc | Seattle | WA | 06/2021 | Present |
| Franklin Templeton Investments | San Mateo | CA | 03/2008 | 05/2021 |
LINDA BUCKLIN SURVIVOR'S TRUST; MILL VALLEY, CA; INVESTMENT-RELATED; TRUSTEE; MARCH 2016; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FAMILY TRUST; 349 SEADRIFT LLC; MILL VALLEY, CA; INVESTMENT-RELATED; MANAGING MEMBER; MARCH 2021; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FAMILY COMPANY FORMED FOR A REAL ESTATE PROPERTY. MONTANA LAND RELIANCE FOUNDATION; INVESTMENT-RELATED; 401 N. CALIFORNIA STREET, HELENA, MT, 59601; ENDOWMENT TO SUPPORT A LAND TRUST FOCUSED ON LAND CONSERVATION IN MONTANA; PRESIDENT OF THE BOARD; 01/01/2024; 4 HOURS PER MONTH; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE LEADING QUARTERLY BOARD MEETINGS, ACTING AS LIASON BETWEEN THE BOARD, STAFF AND OCIO, WHO MANAGES THE ENDOWMENT, AS WELL AS EVALUATING THE OCIO MANAGER.
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