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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-20 |
Branch Locations
1910 Fairview Ave N Suite 200, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Pacific Wealth Management | Seattle | WA | 06/2021 | 08/2023 |
| Slalom | Seattle | WA | 01/2021 | 06/2021 |
| Westlake Associates | Seattle | WA | 07/2020 | 01/2021 |
| Dean Homes, Inc. | Seattle | WA | 06/2018 | 09/2018 |
| University Of Washington | Seattle | WA | 09/2017 | 06/2021 |
| Mercer Island High School | Mercer Island | WA | 09/2013 | 06/2017 |
| Corient | Seattle | WA | 01/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
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