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Kelly Michelle Gwynn

Threadline Wealth

Bellevue, WA

San Francisco, CA

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Current Employers
Threadline Wealth

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

Current Registrations

AuthorityCategoryStatusDate
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 94108 • 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
Moss Adams Wealth Advisors San Francisco CA 01/2020 Present
Moss Adams Wealth Advisors San Francisco CA 06/2019 08/2019
Sirsidynix Lehi UT 06/2015 06/2019
Unemployed San Francisco CA 08/2019 01/2020
  • 01/2020 → Present
    Moss Adams Wealth Advisors
    San Francisco, CA
  • 06/2019 → 08/2019
    Moss Adams Wealth Advisors
    San Francisco, CA
  • 06/2015 → 06/2019
    Sirsidynix
    Lehi, UT
  • 08/2019 → 01/2020
    Unemployed
    San Francisco, CA
Designations

View on SEC IAPD

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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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