Best Investors Account Sign in
Inactive

Benjamin Steven Shively

Threadline Wealth

Bellevue, WA

Campbell, CA

Claim This Profile
Current Employers
Threadline Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
WA RA APPROVED 2011-08-11
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WA RA
    APPROVED
    Since 2011-08-11

Branch Locations

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

635 Campbell Technology Pkwy, Campbell, CA 95008 • 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 08/2010 Present
  • 08/2010 → Present
    Moss Adams Wealth Advisors Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-10
  • S65 Uniform Investment Adviser Law Examination
    2011-08-10

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC
SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC
EDELMAN FINANCIAL ENGINES

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor