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Sage Noel Swanson

Evergreen Capital Management LLC

Bellevue, WA

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Current Employers
Evergreen Capital Management Llc

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-12-12
  • WA RA
    APPROVED
    Since 2022-12-12

Branch Locations

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • 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
Ten Capital Wealth Advisors, Llc Spokane WA 08/2020 11/2022
Whitworth University Spokane WA 02/2019 06/2020
Whitworth University Spokane WA 02/2018 12/2019
Idaho Self Direct Boise ID 09/2015 05/2017
Student Spokane WA 08/2016 01/2019
Evergreen Capital Management Bellevue WA 12/2022 Present
  • 08/2020 → 11/2022
    Ten Capital Wealth Advisors, Llc
    Spokane, WA
  • 02/2019 → 06/2020
    Whitworth University
    Spokane, WA
  • 02/2018 → 12/2019
    Whitworth University
    Spokane, WA
  • 09/2015 → 05/2017
    Idaho Self Direct
    Boise, ID
  • 08/2016 → 01/2019
    Student
    Spokane, WA
  • 12/2022 → Present
    Evergreen Capital Management
    Bellevue, WA
Previous Registrations
  • 2021-11-10 → 2022-11-21
    Ten Capital Wealth Advisors, Llc
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-09
  • S65 Uniform Investment Adviser Law Examination
    2021-11-09

View on SEC IAPD

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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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