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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 2024-11-13
  • WA RA
    APPROVED
    Since 2024-11-13

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
Gregory Seahurst Swim Club Burien WA 05/2017 08/2017
Gregory Seahurst Swim Club Burien WA 05/2018 08/2018
Gregory Seahurst Swim Club Burien WA 05/2019 08/2019
Gregory Seahurst Swim Club Burien WA 05/2020 08/2020
Freestone Capital Management, Llc Seattle WA 04/2022 Present
Highline High School Burien WA 09/2015 06/2019
University Of Washington Seattle WA 09/2019 03/2022
  • 05/2017 → 08/2017
    Gregory Seahurst Swim Club
    Burien, WA
  • 05/2018 → 08/2018
    Gregory Seahurst Swim Club
    Burien, WA
  • 05/2019 → 08/2019
    Gregory Seahurst Swim Club
    Burien, WA
  • 05/2020 → 08/2020
    Gregory Seahurst Swim Club
    Burien, WA
  • 04/2022 → Present
    Seattle, WA
  • 09/2015 → 06/2019
    Highline High School
    Burien, WA
  • 09/2019 → 03/2022
    University Of Washington
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-13
  • S65 Uniform Investment Adviser Law Examination
    2024-11-13

View on SEC IAPD

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