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Current Employers
Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-10-07
  • WA RA
    APPROVED
    Since 2024-10-07

Branch Locations

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • 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
OrganizationCityStateFromTo
Roosevelt High School Seattle WA 09/2015 06/2019
Bistro Shirlee Seattle WA 06/2019 08/2019
Freestone Capital Management, Llc Seattle WA 06/2023 Present
Washington State University Pullman WA 08/2019 05/2023
Great State Burger Seattle WA 04/2018 06/2019
Great State Burger Seattle WA 12/2019 01/2020
Great State Burger Seattle WA 12/2021 01/2022
Mud Bay Seattle WA 12/2020 02/2021
Willmott'S Ghost Seattle WA 05/2021 08/2021
Willmott'S Ghost Seattle WA 05/2022 08/2022
  • 09/2015 → 06/2019
    Roosevelt High School
    Seattle, WA
  • 06/2019 → 08/2019
    Bistro Shirlee
    Seattle, WA
  • 06/2023 → Present
    Seattle, WA
  • 08/2019 → 05/2023
    Washington State University
    Pullman, WA
  • 04/2018 → 06/2019
    Great State Burger
    Seattle, WA
  • 12/2019 → 01/2020
    Great State Burger
    Seattle, WA
  • 12/2021 → 01/2022
    Great State Burger
    Seattle, WA
  • 12/2020 → 02/2021
    Mud Bay
    Seattle, WA
  • 05/2021 → 08/2021
    Willmott'S Ghost
    Seattle, WA
  • 05/2022 → 08/2022
    Willmott'S Ghost
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07

View on SEC IAPD

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