Lynn Anne Anderson

695 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-01-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Brighton Jones	Seattle	WA	06/2021	03/2025
Starbucks Coffee Company	Seattle	WA	07/2019	05/2021
Starbucks Coffee Company	Seattle	WA	06/2018	08/2018
Kellogg School Of Management At Northwestern University	Evanston	IL	07/2017	06/2019
Cloudmed (Fka Triage Consulting Group)	San Francisco	WA	07/2013	06/2017
Abundo Wealth	Houston	TX	03/2025	Present

06/2021 → 03/2025

Brighton Jones

Seattle, WA
07/2019 → 05/2021

Starbucks Coffee Company

Seattle, WA
06/2018 → 08/2018

Starbucks Coffee Company

Seattle, WA
07/2017 → 06/2019

Kellogg School Of Management At Northwestern University

Evanston, IL
07/2013 → 06/2017

Cloudmed (Fka Triage Consulting Group)

San Francisco, WA
03/2025 → Present

Abundo Wealth

Houston, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-06

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