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10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-24 |
Branch Locations
10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parcion Private Wealth Llc | Bellevue | WA | 09/2023 | 10/2024 |
| Sambica: Summer Camp And Retreat Center | Issaquah | WA | 06/2023 | 08/2023 |
| Expedia Group | Seattle | WA | 06/2022 | 09/2022 |
| The Rush Companies | Mercer Island | WA | 06/2021 | 06/2022 |
| University Of Washington | Seattle | WA | 09/2019 | 06/2023 |
| Mercer Island High School | Mercer Island | WA | 09/2015 | 06/2019 |
| Unemployed | Mercer Island | WA | 10/2024 | 02/2025 |
| Scs | Bellevue | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
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