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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-11 |
| WA | RA | APPROVED | 2024-08-30 |
Branch Locations
2000 South Colorado Boulevard, Tower One Suite 9000, Denver, CO 80222 • United States
1700 Westlake Ave N, Suite 325, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canyon River Grill | Ellensburg | WA | 03/2019 | 08/2019 |
| College Of Business - Central Washington University | Ellensburg | WA | 01/2017 | 06/2019 |
| Summit At Snoqualmie | Snoqualmie | WA | 11/2018 | 01/2019 |
| Lakeview Financial | Seattle | WA | 06/2017 | 09/2017 |
| Lakeview Financial | Seattle | WA | 12/2017 | 06/2018 |
| Lakeview Financial | Seattle | WA | 06/2018 | 09/2018 |
| College Of Business - Central Washington University | Ellensburg | WA | 04/2017 | 06/2017 |
| 1891 Bistro - Central Washington University | Ellensburg | WA | 09/2016 | 04/2017 |
| Waterfront Coffee Company | Edmonds | WA | 06/2015 | 09/2016 |
| Private Ocean | San Rafael | CA | 10/2019 | 08/2024 |
| Wealthspire Advisors Llc | Seattle | WA | 08/2024 | Present |
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