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Inactive

Jack Dolan

Parcion Private Wealth LLC

Bellevue, WA

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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 2025-08-27
  • WA RA
    APPROVED
    Since 2025-08-27

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
Da Davidson Seattle WA 12/2023 07/2025
Russell Investments Seattle WA 06/2021 11/2023
Russell Investments Seattle WA 09/2019 05/2021
Marist College Poughkeepsie NY 08/2015 05/2019
Unemployed Seattle WA 05/2019 09/2019
Seattle Starz Seattle WA 06/2021 07/2023
Parcion Private Wealth Llc Bellevue WA 08/2025 Present
  • 12/2023 → 07/2025
    Da Davidson
    Seattle, WA
  • 06/2021 → 11/2023
    Russell Investments
    Seattle, WA
  • 09/2019 → 05/2021
    Russell Investments
    Seattle, WA
  • 08/2015 → 05/2019
    Marist College
    Poughkeepsie, NY
  • 05/2019 → 09/2019
    Unemployed
    Seattle, WA
  • 06/2021 → 07/2023
    Seattle Starz
    Seattle, WA
  • 08/2025 → Present
    Parcion Private Wealth Llc
    Bellevue, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-11
  • S63 Uniform Securities Agent State Law Examination
    2024-03-11
Designations

View on SEC IAPD

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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

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