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1700 7Th Ave Suite 1620, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bear Mountain Capital Llc | Seattle | WA | 01/2025 | Present |
| Plannetics Llc | Bellevue | WA | 06/2021 | 12/2024 |
| Valet Living | Lynwood | WA | 02/2023 | 04/2023 |
| University Of Washington ? Housing And Food Services | Seattle | WA | 05/2019 | 06/2021 |
| University Of Washington | Seattle | WA | 09/2017 | 06/2021 |
| Ac Davis High School | Yakima | WA | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
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