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450 Alaskan Way S Suite 200, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-05 |
| WA | RA | APPROVED | 2022-01-21 |
Branch Locations
450 Alaskan Way S Suite 200, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 12/2017 | 06/2019 |
| Jpmorgan Securities, Llc. | Seattle | WA | 12/2017 | 01/2022 |
| Lightmaker Group | Bainbridge Island | WA | 04/2016 | 06/2017 |
| University Of Denver | Denver | CO | 01/2016 | 01/2019 |
| Bessemer Trust | Seattle | WA | 06/2019 | 01/2022 |
| Cloud Capital Management, Llc | Bainbridge Island | WA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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