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Current Employers
Parcion Private Wealth Llc

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-04-25
  • WA RA
    APPROVED
    Since 2024-04-25

Branch Locations

11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • 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
Corient Seattle WA 01/2023 02/2024
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 02/2024
Maria's Cocina Mexicana University Place WA 01/2016 06/2019
Copacino Fujikado Seattle WA 07/2019 03/2020
Columbia Pacific Wealth Management Seattle WA 02/2020 08/2023
Washington State University Pullman WA 08/2015 05/2019
Parcion Private Wealth Llc Bellevue WA 02/2024 Present
  • 01/2023 → 02/2024
    Corient
    Seattle, WA
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → 02/2024
    Corient Services Llc
    Miami, FL
  • 01/2016 → 06/2019
    Maria's Cocina Mexicana
    University Place, WA
  • 07/2019 → 03/2020
    Copacino Fujikado
    Seattle, WA
  • 02/2020 → 08/2023
    Columbia Pacific Wealth Management
    Seattle, WA
  • 08/2015 → 05/2019
    Washington State University
    Pullman, WA
  • 02/2024 → Present
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-25
  • S65 Uniform Investment Adviser Law Examination
    2024-04-25

View on SEC IAPD

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