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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-13 |
| WA | RA | APPROVED | 2023-10-13 |
Branch Locations
445 Bush Street 6Th Floor, San Francisco, CA 94108 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | San Francisco | CA | 09/2023 | Present |
| Eissner Financial | Brentwood | CA | 12/2022 | 09/2023 |
| First Republic Bank | San Francisco | CA | 12/2017 | 12/2022 |
| Ernst & Young | San Francisco | CA | 07/2015 | 12/2017 |
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