Adam Kent Harrison

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

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

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2021-08-23

Branch Locations

225-108Th Avenue Ne Suite 400, Bellevue, WA 98004 • United States

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

Organization	City	State	From	To
Pathstone	Bellevue	WA	07/2021	02/2023
University Of North Texas, Department Of Economics	Denton	TX	01/2021	05/2021
Cumbie Advisory Services, Inc.	Fort Worth	TX	06/2014	12/2020
Pathstone	Bellevue	WA	02/2023	07/2025
Pathstone	Bellevue	WA	08/2025	Present

07/2021 → 02/2023

Pathstone

Bellevue, WA
01/2021 → 05/2021

University Of North Texas, Department Of Economics

Denton, TX
06/2014 → 12/2020

Cumbie Advisory Services, Inc.

Fort Worth, TX
02/2023 → 07/2025

Pathstone

Bellevue, WA
08/2025 → Present

Pathstone

Bellevue, WA