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Katherine Kester Burgess

Brighton Jones LLC

Seattle, WA

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Current Employers
Brighton Jones Llc

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-04-22
TX RA APPROVED_RES 2020-10-21
  • WA RA
    APPROVED
    Since 2022-04-22
  • TX RA
    APPROVED_RES
    Since 2020-10-21

Branch Locations

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osi, Inc. Rochester NY 04/2010 06/2017
Lifetime Assistance, Inc. Rochester NY 06/2016 06/2017
Brighton Jones Llc Mclean VA 09/2017 07/2020
Brighton Jones Llc Seattle WA 07/2020 Present
  • 04/2010 → 06/2017
    Osi, Inc.
    Rochester, NY
  • 06/2016 → 06/2017
    Lifetime Assistance, Inc.
    Rochester, NY
  • 09/2017 → 07/2020
    Mclean, VA
  • 07/2020 → Present
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-08
  • S65 Uniform Investment Adviser Law Examination
    2018-06-08
Designations
Other Names
  • Katherine Elizabeth Kester

View on SEC IAPD

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