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800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-15 |
Branch Locations
800 Fifth Avenue Suite 3800, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Bank, Bank Of America | Seattle | WA | 02/2014 | 07/2022 |
| Emerald Advisors, Llc | Bellevue | WA | 03/2024 | 01/2025 |
| N/A | Seattle | WA | 07/2022 | 03/2024 |
| Fulcrum Capital, Llc | Seattle | WA | 06/2025 | Present |
| N/A | Seattle | WA | 02/2025 | 05/2025 |
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