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Inactive

Craig James Isamu Tasa

Corient

Seattle, WA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-21
  • WA RA
    APPROVED
    Since 2026-04-21

Branch Locations

1910 Fairview Ave E, Suite 200, Seattle, WA 98102 • 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
Fidelity Investments Redmond WA 03/2012 04/2026
Corient Services Llc Miami FL 04/2026 Present
Corient Seattle WA 04/2026 Present
  • 03/2012 → 04/2026
    Fidelity Investments
    Redmond, WA
  • 04/2026 → Present
    Corient Services Llc
    Miami, FL
  • 04/2026 → Present
    Corient
    Seattle, WA
Previous Registrations
  • 2025-03-31 → 2026-04-24
    Strategic Advisers Llc
    Redmond, WA
    Carnation, WA
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Redmond, WA
    Carnation, WA
  • 2012-04-02 → 2018-07-13
    Strategic Advisers Llc
    Bellevue, WA
  • 2009-09-23 → 2010-10-22
    Chase Investment Services Corp.
    Sammamish, WA
    Sammamish, WA
  • 2006-08-10 → 2009-08-31
    Ameriprise Financial Services, Llc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-09
  • S66 Uniform Combined State Law Examination
    2006-08-09
Designations

View on SEC IAPD

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Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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