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11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-11-06 |
| TX | RA | APPROVED_RES | 2019-10-28 |
Branch Locations
11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bellevue | WA | 07/2002 | 10/2019 |
| Parcion Private Wealth Llc | Bellevue | WA | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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