Louise Alexander

Current Employers

Employment History

• 01/2025 → 05/2025
  Newground Social Investment
  Seattle, WA
• 07/2024 → 12/2024
  O'MEara Financial Group
  Ponta Vedra, FL
• 09/2019 → 03/2020
  Forever Financial
  Fairport, NY
• 01/2006 → 07/2018
  Indianapolis Symphony Orchestra
  Indianapolis, IN
• 04/2020 → 06/2024
  Piers Island, Llc
  Seattle, WA
• 08/2018 → 08/2019
  Certified Financial Planner (Cfp) Designation
  Louisville, KY
• 05/2025 → 06/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 01/2024 → 06/2024
  Design Realty
  Kirkland, WA
• 06/2026 → Present
  Gates Pass Advisors, Llc
  Los Altos, CA

Previous Registrations

• 2025-10-03 → 2026-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
  New York, NY
• 2025-01-24 → 2025-05-27
  Newground Social Investment
  Seattle, WA

Other Businesses

I*: Entity Type: Rental property Name: C. C. LLC Investment related: No Address: Seattle, WA Your position: Owner Title, or relationship with the other business: Manager Start date of your relationship: 03/25/24 Hours/month you devote to the other business: 3 hrs Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Manage 2 rental units in the house I live in. I*: 2582263 Entity Type: Fiduciary role Name of OBA: Vancouver Trust Address: Seattle, WA 98103 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/27/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co-Trustee for Self, Spouse I*:2477291 Entity Type: For Profit Name of OBA: Cambridge Commons Address: Seattle, WA 98103 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/25/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Ownership and management of 3 unit property that my husband and I live it (2 rental units).

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-17
• S65 Uniform Investment Adviser Law Examination
  2024-12-23

Designations

Other Names

• Louise Freya Alexander