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Inactive

Mackenzie Grace Miller

Pathstone

Bellevue, WA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-22
  • WA RA
    APPROVED
    Since 2025-01-22

Branch Locations

225 108Th Ave Ne Suite 400, Bellevue, WA 98004 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Da Davidson Bellevue WA 07/2023 09/2024
Santa Clara University Santa Clara CA 09/2022 06/2023
Northwestern Mutual Bellevue WA 06/2022 08/2022
Santa Clara University Santa Clara CA 09/2021 06/2022
American Business Bank Los Angeles CA 06/2021 08/2021
Bellevue School District Bellevue WA 09/2006 06/2019
Santa Clara University Santa Clara CA 07/2019 06/2021
Mendocino Farms San Jose CA 09/2020 01/2021
Glassy Baby Bellevue WA 01/2019 05/2019
Pathstone Bellevue WA 10/2024 Present
  • 07/2023 → 09/2024
    Da Davidson
    Bellevue, WA
  • 09/2022 → 06/2023
    Santa Clara University
    Santa Clara, CA
  • 06/2022 → 08/2022
    Northwestern Mutual
    Bellevue, WA
  • 09/2021 → 06/2022
    Santa Clara University
    Santa Clara, CA
  • 06/2021 → 08/2021
    American Business Bank
    Los Angeles, CA
  • 09/2006 → 06/2019
    Bellevue School District
    Bellevue, WA
  • 07/2019 → 06/2021
    Santa Clara University
    Santa Clara, CA
  • 09/2020 → 01/2021
    Mendocino Farms
    San Jose, CA
  • 01/2019 → 05/2019
    Glassy Baby
    Bellevue, WA
  • 10/2024 → Present
    Pathstone
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-10
  • S66 Uniform Combined State Law Examination
    2023-10-10

View on SEC IAPD

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Other Offices

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

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