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Kathleen Elizabeth Carbone

Parcion Private Wealth LLC

Bellevue, WA

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Current Employers
Parcion Private Wealth Llc

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-05-11
  • WA RA
    APPROVED
    Since 2020-05-11

Branch Locations

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • 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
Ubs Financial Services Bellevue WA 07/2015 10/2019
Parcion Private Wealth Management Bellevue WA 10/2019 Present
  • 07/2015 → 10/2019
    Ubs Financial Services
    Bellevue, WA
  • 10/2019 → Present
    Parcion Private Wealth Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-30
  • S66 Uniform Combined State Law Examination
    2015-11-30
Designations
Other Names
  • Kathleen Elizabeth Boyle

View on SEC IAPD

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Other Offices

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

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