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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington | Seattle | WA | 09/2016 | 06/2020 |
| Freestone Capital Management, Llc | Seattle | WA | 07/2020 | 08/2022 |
| Russell Investments | Seattle | WA | 06/2019 | 08/2019 |
| Ethic, Inc. | New York | NY | 08/2022 | 05/2024 |
| Corient | Seattle | WA | 05/2024 | Present |
| Corient Services Llc | Miami | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
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