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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-19 |
Branch Locations
1676 International Drive Suite 640, Mclean, VA 22102 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Mclean | VA | 06/2024 | Present |
| Smeal College Of Business | State College | PA | 08/2023 | 06/2024 |
| Cresset Capital | Reston | VA | 05/2023 | 08/2023 |
| The Pennsylvania State University | State College | PA | 08/2020 | 05/2024 |
| The Atrium | Kingston | PA | 02/2018 | 08/2020 |
| Dallas High School | Dallas | PA | 08/2016 | 05/2020 |
| Chiaro Investment | Kingston | PA | 06/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
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