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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-18 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Seattle | WA | 08/2025 | Present |
| University Of Washington | Seattle | WA | 09/2021 | 06/2025 |
| Lululemon | Seattle | WA | 10/2024 | 01/2025 |
| Brighton Jones | Seattle | WA | 06/2024 | 08/2024 |
| Northwestern Mutual | Seattle | WA | 06/2023 | 12/2023 |
| Glendale Country Club | Bellevue | WA | 06/2022 | 09/2022 |
| Camp Tecumseh | Moultonborough | NH | 06/2021 | 08/2021 |
| Notre Dame High School | Sherman Oaks | CA | 08/2017 | 06/2021 |
| New West Charter | Los Angeles | CA | 08/2014 | 06/2017 |
| N/A | Los Angeles | CA | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-08 |
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