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Curtis Lee Pepin

Badgley Phelps Wealth Managers

Seattle, WA

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Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-09-18
WA RA APPROVED 2021-08-02
  • ID RA
    APPROVED
    Since 2023-09-18
  • WA RA
    APPROVED
    Since 2021-08-02

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers Seattle WA 06/2016 08/2021
Badgley Phelps Wealth Managers, Llc Seattle WA 08/2021 Present
  • 06/2016 → 08/2021
    Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers
    Seattle, WA
  • 08/2021 → Present
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
Previous Registrations
  • 2000-07-10 → 2021-08-01
    Badgley Phelps Wealth Managers
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-28
S63 Uniform Securities Agent State Law Examination 1994-10-31
  • S66 Uniform Combined State Law Examination
    2000-06-28
  • S63 Uniform Securities Agent State Law Examination
    1994-10-31

View on SEC IAPD

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MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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