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Megan Elizabeth Wiley

Badgley Phelps Wealth Managers

Crozet, VA

Seattle, WA

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Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-08-02
WA RA APPROVED 2021-08-02
  • VA RA
    APPROVED
    Since 2021-08-02
  • WA RA
    APPROVED
    Since 2021-08-02

Branch Locations

Crozet, VA • United States

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • 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 Seattle WA 06/2015 09/2019
Badgley Phelps Wealth Managers Seattle WA 10/2019 08/2021
Badgley Phelps Wealth Managers, Llc Seattle WA 08/2021 Present
  • 06/2015 → 09/2019
    Moss Adams Wealth Advisors
    Seattle, WA
  • 10/2019 → 08/2021
    Badgley Phelps Wealth Managers
    Seattle, WA
  • 08/2021 → Present
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
Previous Registrations
  • 2019-11-18 → 2021-08-01
    Badgley Phelps Wealth Managers
    Seattle, WA
  • 2015-10-28 → 2019-11-05
    Threadline Wealth
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-28
  • S65 Uniform Investment Adviser Law Examination
    2015-10-28
Designations
Other Names
  • Megan Elizabeth Posey

View on SEC IAPD

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