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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-04 |
| CA | RA | APPROVED | 2024-04-12 |
Branch Locations
560 Mission Street Suite 2800, San Francisco, CA 94105 • United States
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ratio Wealth Group, Llc | Denver | CO | 01/2019 | 04/2024 |
| Alta Park Capital, Lp | San Francisco | CA | 10/2013 | 05/2018 |
| Unemployed | San Francisco | CA | 06/2018 | 12/2018 |
| Freestone Capital Management, Llc | Seattle | WA | 04/2024 | Present |
GREENFIELD TIMBER AND RESOURCES, INC; NOT INVESTMENT RELATED;FAMILY TIMBER BUSINESS; FEBRUARY 1998; 16 HOURS PER YEAR;ATTEND ANNUAL MEETING, MINIMAL RESPONSIBILITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-08 |
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