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Jennifer Rose Furness

Threadline Wealth

Seattle, WA

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Current Employers
Threadline Wealth

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2004-06-03
  • WA RA
    APPROVED
    Since 2004-06-03

Branch Locations

999 Third Ave Ste 2800, Seattle, WA 98104 • 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
Moss Adams Wealth Advisors Llc Seattle WA 12/2001 Present
Moss Adams Securities & Insurance Llc Seattle WA 03/2004 Present
  • 12/2001 → Present
    Moss Adams Wealth Advisors Llc
    Seattle, WA
  • 03/2004 → Present
    Moss Adams Securities & Insurance Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-02
S63 Uniform Securities Agent State Law Examination 1997-09-10
  • S65 Uniform Investment Adviser Law Examination
    2004-06-02
  • S63 Uniform Securities Agent State Law Examination
    1997-09-10
Other Names
  • Gidget Berkefeld
  • Jennifer Rose Furness
  • Jennifer Rose Berkefeld
  • Gidget Furness

View on SEC IAPD

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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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