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525 Bigham Knoll, Jacksonville, OR 97530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-11 |
Branch Locations
10655 Ne 4Th Street Suite 800, Bellevue, WA 98004 • United States
525 Bigham Knoll, Jacksonville, OR 97530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Seattle | WA | 06/2019 | 04/2023 |
| Parametric Portfolio Associates | Seattle | WA | 05/2018 | 06/2019 |
| Freestone Capital Management | Seattle | WA | 12/2017 | 05/2018 |
| Seattle Pacific Foundation | Seattle | WA | 06/2016 | 06/2018 |
| Seattle Pacific University | Seattle | WA | 05/2016 | 04/2018 |
| Edward Jones | Seattle | WA | 09/2016 | 11/2016 |
| Emerald City Smoothies | Seattle | WA | 05/2015 | 09/2016 |
| Garde Capital, Inc | Seattle | WA | 04/2023 | 12/2023 |
| Usi Consulting Group | Seattle | WA | 01/2024 | 10/2024 |
| Usi Securities | Glastonbury | CT | 02/2024 | 10/2024 |
| Brighton Jones | Seattle | WA | 10/2024 | 05/2026 |
| Cutler Investment Group | Bellevue | WA | 05/2026 | Present |
| Cutler Investment Counsel, Llc | Bellevue | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-28 |
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