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800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-07 |
Branch Locations
800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fulcrum Capital, Llc | Seattle | WA | 11/2025 | Present |
| Merriman Wealth Managment | Seattle | WA | 09/2019 | 11/2025 |
| Northern Trust | Seattle | WA | 07/2019 | 09/2019 |
| Parametric Portfolio Associates | Seattle | WA | 07/2018 | 07/2019 |
| University Of Washington | Seattle | WA | 09/2013 | 06/2018 |
| Parametric Portfolio Associates | Seattle | WA | 07/2017 | 09/2017 |
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