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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-01 |
Branch Locations
1700 Westlake Avenue N, Suite 325, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Filament Llc | Seattle | WA | 01/2014 | 08/2018 |
| Parametric Portfolio | Seattle | WA | 08/2018 | 02/2019 |
| Wealthspire Advisors Llc | Seattle | WA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
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