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800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-24 |
Branch Locations
800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2015 | 05/2016 |
| Deutsche Bank Securities Inc | Philadelphia | PA | 06/2016 | 09/2016 |
| Raymond James & Associates, Inc. | New York | NY | 09/2016 | 04/2018 |
| Robert W Baird & Co., Incorporated | Seattle | WA | 05/2018 | 08/2018 |
| Raymond James And Associates | Seattle | WA | 08/2018 | 04/2019 |
| Coldstream Capital Management Inc. / Fit Insurance | Bellevue | WA | 05/2019 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 05/2024 | 09/2024 |
| Bank Of America N.A. | Seattle | WA | 05/2024 | 09/2024 |
| Caprock | Mercer Island | WA | 10/2024 | 06/2025 |
| Fulcrum Capital, Llc | Seattle | WA | 06/2025 | Present |
| Summit Trail Advisors, Llc | New York | NY | 09/2019 | 02/2024 |
| Summit Trail Securities, Llc | Seattle | WA | 09/2019 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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