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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 2024-12-10
  • WA RA
    APPROVED
    Since 2024-12-10

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
Mml Investors Services, Llc Seattle WA 04/2022 06/2024
Massmutual Life Insurance Co Seattle WA 06/2022 08/2022
Bellevue High School Bellevue WA 09/2016 06/2020
Homegrown Bellevue WA 01/2020 04/2020
Ben Bridge Jewler Tukwila WA 12/2020 12/2020
Santa Clara University Santa Clara CA 09/2020 06/2024
Independant Contractor Medina WA 06/2024 Present
Smith Richards Group Mercer Island WA 08/2022 08/2024
Unemployed Medina WA 06/2020 09/2020
Bear Creek Middle School Redmond WA 09/2014 09/2016
Massmutual Life Insurance Co Seattle WA 06/2024 08/2024
Mml Investors Services, Llc Seattle WA 06/2024 08/2024
  • 04/2022 → 06/2024
    Mml Investors Services, Llc
    Seattle, WA
  • 06/2022 → 08/2022
    Massmutual Life Insurance Co
    Seattle, WA
  • 09/2016 → 06/2020
    Bellevue High School
    Bellevue, WA
  • 01/2020 → 04/2020
    Homegrown
    Bellevue, WA
  • 12/2020 → 12/2020
    Ben Bridge Jewler
    Tukwila, WA
  • 09/2020 → 06/2024
    Santa Clara University
    Santa Clara, CA
  • 06/2024 → Present
    Independant Contractor
    Medina, WA
  • 08/2022 → 08/2024
    Smith Richards Group
    Mercer Island, WA
  • 06/2020 → 09/2020
    Unemployed
    Medina, WA
  • 09/2014 → 09/2016
    Bear Creek Middle School
    Redmond, WA
  • 06/2024 → 08/2024
    Massmutual Life Insurance Co
    Seattle, WA
  • 06/2024 → 08/2024
    Mml Investors Services, Llc
    Seattle, WA
Other Businesses

(1) NAME: CASCADE CREST REAL ESTATE, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS (2) NAME: EASTLAKE REAL ESTATE, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS (3) NAME: PACIFIC WEST REAL ESTATE, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS (4) NAME: OVERLAKE SOLUTIONS, LLC INV REL: N ADD: @ RESIDENTIAL ADDRESS NATURE: THIS IS MY MOTHER'S INTERIOR DESIGN AND SPACE PLANNING BUSINESS POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I PROVIDE ADMINISTRATIVE SUPPORT TO THE DESIGN BUSINESS (5) NAME: VIKING DEVELOPMENT, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: FAMILY OWNED AND OPERATED REAL ESTATE COMPANY POSITION: INDEPENDENT CONTRACTOR START DATE: 06/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PROVIDE ADMINISTRATIVE SUPPORT TO THE FAMILY BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09
Designations

View on SEC IAPD

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