Inactive

Carly Blanche Bradshaw

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Current Employers

Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2020-10-22

WA RA
APPROVED

Since 2020-10-22

Branch Locations

225 - 108Th Avenue Ne Suite 400, Bellevue, WA 98004 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cornerstone Advisors, Inc.	Bellevue	WA	01/2016	09/2020
Pathstone	Bellevue	WA	10/2020	06/2021
Pathstone	Bellevue	WA	06/2021	Present

01/2016 → 09/2020

Cornerstone Advisors, Inc.

Bellevue, WA
10/2020 → 06/2021

Pathstone

Bellevue, WA
06/2021 → Present

Pathstone

Bellevue, WA

Previous Registrations

2017-11-07 → 2020-09-30

Cornerstone Advisors Inc

Bellevue, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-30

S65 Uniform Investment Adviser Law Examination

2016-11-30

Designations

Other Names

Carly Blanche Rohrenbach

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC

THREADLINE WEALTH

STEWARD CAPITAL LLC.

GALLAGHER FIDUCIARY ADVISORS, LLC

LPL FINANCIAL LLC

FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON

TERESA LYNN LAMAR

JOSEPH NORMAN LEVESQUE

Brandon Charles Zilles

Jacob M Demharter

KELSEN WILLIAM EDWINS

Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA

THREADLINE WEALTH · BELLEVUE, WA

SCS · BELLEVUE, WA

STEWARD CAPITAL LLC. · BELLEVUE, WA

GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA

LPL FINANCIAL LLC · BELLEVUE, WA

LIDO · BELLEVUE, WA

FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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