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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-30 |
Branch Locations
1700 Westlake Ave N, Suite 325, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Issaquah | WA | 10/2021 | 09/2022 |
| Wellsfargo Clearing Services, Llc | Bellevue | WA | 03/2016 | 10/2020 |
| Wealthspire Advisors | Seattle | WA | 11/2022 | Present |
*418054 - Leasing Farm Land in Montana; Investment Related - Yes; Seattle, WA; Agriculture; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Nov 2020; During Business Hours: 0; After Business Hours: 0; leaseing Farm Land in Montana: negotiate contract once every 5 years or so
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-16 |
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