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1014 Market Street Suite 100, Kirkland, WA 98033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED | 2024-02-29 |
| WA | RA | APPROVED | 2024-02-29 |
Branch Locations
1014 Market Street Suite 100, Kirkland, WA 98033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lattice Capital Management | Kirkland | WA | 05/2007 | 12/2022 |
| Elite Accounting & Financial Services | Kirkland | WA | 01/2009 | Present |
| Lattice Capital Management | Kirkland | WA | 07/2023 | Present |
| Elite Wealth Management, Inc. | Kirkland | WA | 07/2023 | Present |
OWNER OF ELITE ACCOUNTING AND FINANCIAL SERVICES INC LOCATED AT THE FOLLOWING ADDRESSES: 19424 58th Place LYNNWOOD, WA 98033 610 Market Street STE 100 KIRKLAND, WA 98033 ROLE: PRINCIPAL THIS IS A FULL SERVICE ACCOUNTING FIRM, I AM RESPONSIBLE FOR THE DAILY OPERATION OF THE FIRM. Elite Wealth Management Inc: 1014 Market Street, Kirkland, WA 98033 Wealth Management Firm that runs SMA accounts for clients. Chief Executive Officer and Chief Compliance Officer. Responsible for daily operations of the firm. Lattice Capital Management LLC: 1014 Market Street, Kirkland, WA 98033 Runs Hedge fund Dynamic Opportunity Fund, LP. Responsible for daily operations of the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
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