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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-06-03 |
| MA | RA | APPROVED | 2026-01-23 |
| HI | RA | APPROVED | 2025-11-03 |
| AK | RA | APPROVED | 2025-10-28 |
| CA | RA | APPROVED | 2025-10-21 |
| WA | RA | APPROVED | 2021-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivar's | Seattle | WA | 11/2017 | 04/2021 |
| Wafd Bank | Seattle | WA | 05/2021 | 05/2024 |
| Seattle University | Seattle | WA | 09/2019 | 06/2021 |
| Unemployed/Minor Not Of Legal Working Age | Seattle | WA | 01/2010 | 10/2017 |
| Penn State University | Behrend | PA | 01/2022 | 05/2024 |
| Macfarlane Investors Llc | Seattle | WA | 10/2021 | Present |
Name of the other business: Macfarlane Tax LLC Is the business investment-related? No Address of the other business: 12561 Roosevelt Way NE Seattle, WA 98125 Nature of the other business: Tax preparation and tax compliance services, including individual and business tax return preparation and related accounting support. Your position, title, or relationship with the other business: Owner / Managing Member Start date of your relationship: 01/2025 Approximate number of hours per month devoted to the other business: Approximately 30 hours per month Number of hours devoted to the other business during securities trading hours: 0 hours Brief description of duties relating to the other business: Overseeing and providing tax preparation and compliance services, reviewing and preparing federal and state tax returns, managing client relationships, and handling general administrative and operational matters. No investment advisory, securities trading, or investment-related activities are conducted through this business. Name of the other business: Macfarlane Holdings Inc Is the business investment-related? No Address of the other business: 8 The Green Ste B Dover, DE 19901 Nature of the other business: Macfarlane Holdings Inc IS as an outside business activity described as a passive holding company with no investment-related or client-facing functions Your position, title, or relationship with the other business: Owner / Managing Member Start date of your relationship: 01/2025 Approximate number of hours per month devoted to the other business: Approximately 30 hours per year Number of hours devoted to the other business during securities trading hours: 0 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-25 |
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