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1301 Fifth Avenue Suite 3030, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-02-01 |
Branch Locations
1301 Fifth Avenue Suite 3030, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Denver | Denver | CO | 09/2014 | 06/2018 |
| Centennial State Financial | Denver | CO | 06/2017 | 08/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2018 | 08/2019 |
| Cuna Mutual Group | Waverly | IA | 09/2019 | 08/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2019 | 08/2020 |
| Paracle Advisors | Mercer Island | WA | 09/2020 | 05/2021 |
| Coldstream Wealth Management | Bellevue | WA | 06/2021 | 09/2023 |
| Garde Capital, Inc. | Seattle | WA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-05 |
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