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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-02 |
| WA | RA | APPROVED | 2009-05-21 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management Llc | Seattle | WA | 05/2009 | Present |
CARTER I INVESTMENTS, LLC; SAMMAMISH, WA; INVESTMENT-RELATED; MANAGING MEMBER; 08/23/2011 START DATE; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FAMILY COMPANY FORMED FOR INVESTMENT PURPOSES. CARTER II INVESTMENTS, LLC; SAMMAMISH, WA; INVESTMENT-RELATED; MANAGING MEMBER; 04/20/2012 START DATE; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FAMILY COMPANY FORMED FOR INVESTMENT PURPOSES. MIH MANAGEMENT SERVICES, LLC; PART-OWNER OF THIS PROPERTY MANAGEMENT COMPANY; 10 HOURS A MONTH FOR BUSINESS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FAMILY COMPANY FORMED FOR INVESTMENT PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-21 |
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