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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
225 108Th Ave Ne Suite 400, Bellevue, WA 98004 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 11/2017 | 08/2020 |
| Sacred Heart University | Fairfield | CT | 08/2012 | 08/2017 |
| Pathstone | Bellevue | WA | 08/2020 | 08/2021 |
| Freestone Capital Management, Llc | Seattle | WA | 08/2021 | 02/2025 |
| Pathstone | Bellevue | WA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-24 |
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