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10900 Ne 8Th Street #1620, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-13 |
| WA | RA | APPROVED | 2025-02-07 |
Branch Locations
339 West State Street Suite 201, Eagle, ID 83616 • United States
10900 Ne 8Th Street #1620, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Filament Llc | Seattle | WA | 07/2015 | 12/2018 |
| Laird Norton Wealth Management | Seattle | WA | 12/2020 | 07/2021 |
| The Clarius Group, Llc | Seattle | WA | 07/2021 | 05/2024 |
| Filament Llc | Seattle | WA | 01/2019 | 11/2020 |
| Mercer Global Advisors, Inc. | Boise | ID | 05/2024 | 12/2024 |
| Basecamp Wealth Advisors, Llc | Bellevue | WA | 02/2025 | Present |
1) Seattle Alternative Investment Association; Investment Related; PO Box 2249, Seattle, WA 98111; Board Member; 01/01/2019; 3 Hours devoted to business per month, none during securities trading hours; Working to transition various items to the new board leadership.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-22 |
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