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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-17 |
Branch Locations
101 California Street Suite 1825, San Francisco, CA 94111 • 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 |
|---|---|---|---|---|
| Scharf Investments | Scotts Valley | CA | 01/2006 | 05/2019 |
| Freestone Capital Management Llc | Seattle | WA | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-08 |
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