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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-02-22 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Seattle | WA | 07/2018 | 02/2021 |
| Longshore Sailing School | Westport | CT | 05/2018 | 06/2018 |
| Marist College | Poughkeepsie | NY | 08/2014 | 05/2018 |
| Longshore Sailing School | Westport | CT | 05/2017 | 08/2017 |
| Freestone Capital Management, Llc | Seattle | WA | 02/2021 | Present |
Chipt Insights Inc; non-investment related; 24 Penn Dr, Smithtown, NY 11787; Data aggregation and sales Corporation; Secretary; starting 7/23/2020; 4 hr/week; no time devoted to the activity during securities trading hours; duties include sales and account management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-09 |
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