Inactive

Molly Markward

Threadline Wealth

San Francisco, CA

Claim This Profile

Current Employers

Threadline Wealth

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-30
WA	RA	APPROVED	2025-01-30

CA RA
APPROVED

Since 2025-01-30
WA RA
APPROVED

Since 2025-01-30

Branch Locations

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

101 Second St Suite 900, San Francisco, CA 94105 • 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

Organization	City	State	From	To
Moss Adams Wealth Advisors	Seattle	WA	07/2019	Present
Winegars	Ellensburg	WA	11/2016	06/2019
Instacart	Alamo	CA	01/2020	Present
Student	Tacoma	WA	09/2014	11/2016

07/2019 → Present

Moss Adams Wealth Advisors

Seattle, WA
11/2016 → 06/2019

Winegars

Ellensburg, WA
01/2020 → Present

Instacart

Alamo, CA
09/2014 → 11/2016

Student

Tacoma, WA

Designations

View on SEC IAPD

Other Firms

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FOCUS PARTNERS WEALTH, LLC

EDELMAN FINANCIAL ENGINES

Other Investors

BRIAN RAY JOHNSON

TERESA LYNN LAMAR

JOSEPH NORMAN LEVESQUE

Brandon Charles Zilles

Jacob M Demharter

KELSEN WILLIAM EDWINS

Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA

SCS · BELLEVUE, WA

STEWARD CAPITAL LLC. · BELLEVUE, WA

GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA

LPL FINANCIAL LLC · BELLEVUE, WA

LIDO · BELLEVUE, WA

FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

EDELMAN FINANCIAL ENGINES · BELLEVUE, WA

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