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3535 Factoria Blvd Se Suite 120, Bellevue, WA 98006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-10-30 |
Branch Locations
3535 Factoria Blvd Se Suite 120, Bellevue, WA 98006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evans Capital Management Associates | Seattle | WA | 04/1993 | Present |
| Purshe Kaplan Sterling Investments | Bellevue | WA | 01/2010 | 05/2019 |
1)Notary; Investment Related: Yes; Address: 3535 Factoria Blvd SE, #120 Bellevue WA 98006; Start Date: 03/08/2018; Approximate number of hours/month: 1; Hours during trading hours: 0 2)Power of Attorney - William Leach; Investment Related: Yes; Address: 3535 Factoria Blvd SE, #120 Bellevue WA 98006; Start Date: 04/14/2023; Approximate number of hours/month: 1; Hours during trading hours: 0 3)Co-Trustee - William Leach Revocable Living Trust; Investment Related: Yes; Address: 3535 Factoria Blvd SE, #120 Bellevue WA 98006; Start Date: 06/13/2023; Approximate number of hours/month: 1; Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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