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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-03 |
| WA | RA | APPROVED | 2025-12-03 |
Branch Locations
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
150 N Radnor Chester Rd, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Threshold Group, Llc | Philadelphia | PA | 03/2010 | 11/2017 |
| Wealthspire Advisors | Philadelphia | PA | 11/2017 | 01/2022 |
| Lnw Wealth Management, Llc | Seattle | WA | 01/2022 | 11/2025 |
| Laird Norton Wetherby Wealth Management, Llc | Radnor | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-17 |
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