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Brandon Charles Zilles

Threadline Wealth

Bellevue, WA

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Current Employers
Threadline Wealth

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-01
WA RA APPROVED 2024-03-01
  • TX RA
    APPROVED
    Since 2024-03-01
  • WA RA
    APPROVED
    Since 2024-03-01

Branch Locations

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Washington Seattle WA 10/2014 06/2018
Northwestern Mutual Seattle WA 03/2017 10/2017
Moss Adams Dallas TX 07/2018 Present
  • 10/2014 → 06/2018
    University Of Washington
    Seattle, WA
  • 03/2017 → 10/2017
    Northwestern Mutual
    Seattle, WA
  • 07/2018 → Present
    Moss Adams
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-19
  • S65 Uniform Investment Adviser Law Examination
    2018-12-19
Designations

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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