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805 Broadway St. Suite 400, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-08-21 |
| OR | RA | APPROVED | 2019-09-24 |
Branch Locations
805 Broadway St. Suite 400, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Ellis Asset Management, Llc | Portland | OR | 06/2018 | 01/2021 |
| Reed College Admission Office | Portland | OR | 08/2014 | 05/2018 |
| Baker Ellis Asset Management, Llc | Vancouver | WA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-24 |
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