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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-03 |
| WA | RA | APPROVED | 2025-12-03 |
Branch Locations
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
150 N Radnor Chester Rd, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Threshold Group | Cherry Hill | NJ | 07/2011 | 12/2017 |
| Rga Ventures Inc | Philadelphia | PA | 01/2018 | 05/2018 |
| Legacy Advisors Llc | Plymouth Meeting | PA | 06/2018 | 06/2020 |
| Rga Ventures Inc | Philadelphia | PA | 09/2020 | 06/2021 |
| Lnw Wealth Management, Llc | Seattle | WA | 07/2021 | Present |
| Laird Norton Wetherby Wealth Management, Llc | Radnor | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-08 |
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