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2727 Hollycroft Street Suite 360, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-12-21 |
Branch Locations
2727 Hollycroft Street Suite 360, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpwm, Llc | Seattle | WA | 05/2017 | 08/2022 |
| Kpmg, Llp | Seattle | WA | 06/2015 | 04/2017 |
| Wright Investment Properties Llc | Kenmore | WA | 06/2023 | 06/2024 |
| Faire Capital Group | Gig Harbor | WA | 09/2022 | Present |
| Apam, Llc | Gig Harbor | WA | 01/2023 | Present |
(1) APAM, LLC; investment-related; 14 35th Ave. Ct. NW, Gig Harbor, WA 98335. Private Partnership; Partner; 1/1/2023; 10 hours per month, 2 during securities trading hours; management, administrative tasks, and research. (2) Faire Capital Partners, LLC; investment-related; 2727 Hollycroft Street, Gig Harbor, WA 98335; Private Fund/Pooled Investment Manager; Owner, Manager, Advisor; 1/1/2024; 10 hours per month, one during securities trading hours; private fund manager responsible for compliance and investment of the partnership's assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-16 |
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