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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-03 |
Branch Locations
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cook & Bartlett, Pllc | Seattle | WA | 10/2005 | 03/2021 |
| Key Private Bank | Seattle | WA | 03/2021 | 09/2024 |
| Lnw Wealth Management, Llc | Seattle | WA | 09/2024 | 11/2025 |
| Laird Norton Wetherby Wealth Management, Llc | Seattle | WA | 12/2025 | Present |
the name of the other business; Alpenglow Law, LLC whether the business is investment-related; No the address of the other business; 16117 Inglewood Ter NE, Kenmore, WA 98028 the nature of the other business;Basic estate planning (Wills, DPOAs, HCDs, Organ Donation Forms, Disposition of Remains, Travel POAs, etc.) for friends and family who request assistance; no advertising. Always confirm that client is not a client, beneficiary, or has other association with LNW. Never conduct business during regular business hours (evenings or weekends only). your position; title, or relationship with the other business;Managing Member/Attorney the start date of your relationship; 3/15/2021 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 1-5 and briefly describe your duties relating to the other business;Meet with clients, review answers to Estate Planning Questionnaire, draft appropriate documents, notarize the same.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
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