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Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-03-19 |
Branch Locations
1959 Thorndyke Ave W., Seattle, WA 98199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laird Norton Wealth Management | Seattle | WA | 09/2014 | 05/2020 |
| One Day Wealth | Seattle | WA | 05/2020 | 02/2021 |
| Heritage Road Advisors, Inc. | Seattle | WA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-13 |
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