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2800 1St Avenue Suite 329, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Caprock Group, Inc. | Mercer Island | WA | 10/2012 | 09/2016 |
| Threshold Group, Llc | Seattle | WA | 10/2016 | 12/2017 |
| Newground Social Investment, Spc | Seattle | WA | 11/2020 | 01/2023 |
| Green Canopy, Inc, | Seattle | WA | 01/2017 | 05/2018 |
| Braided Water, Llc | Vashon | WA | 06/2018 | 10/2020 |
| Humanize Wealth Partners Llc | Seattle | WA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-13 |
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