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Current Employers
Evergreen Capital Management Llc

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-05-09
  • WA RA
    APPROVED
    Since 2023-05-09

Branch Locations

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • 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
OrganizationCityStateFromTo
Evergreen Gavekal Bellevue WA 04/2020 Present
Boston College Boston MA 06/2018 06/2020
Evergreen Gavekal Bellevue WA 01/2018 10/2018
Student Bellevue WA 04/2010 01/2018
  • 04/2020 → Present
    Evergreen Gavekal
    Bellevue, WA
  • 06/2018 → 06/2020
    Boston College
    Boston, MA
  • 01/2018 → 10/2018
    Evergreen Gavekal
    Bellevue, WA
  • 04/2010 → 01/2018
    Student
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-18
  • S65 Uniform Investment Adviser Law Examination
    2023-03-18

View on SEC IAPD

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