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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-20 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management, Llc | Seattle | WA | 06/2022 | Present |
| Sapient Private Wealth Management | Eugene | OR | 09/2019 | 09/2020 |
| Sapient Private Wealth Management | Eugene | OR | 06/2021 | 09/2021 |
| Eugene Country Club | Eugene | OR | 06/2017 | 09/2017 |
| Eugene Country Club | Eugene | OR | 06/2018 | 09/2018 |
| Eugene Country Club | Eugene | OR | 06/2019 | 09/2019 |
| Eugene Country Club | Eugene | OR | 06/2020 | 09/2020 |
| Eugene Country Club | Eugene | OR | 06/2021 | 09/2021 |
| Weil College Preparatory School | Ojai | CA | 08/2014 | 05/2017 |
| St. Mary'S College Of California | Moraga | CA | 08/2017 | 05/2018 |
| University Of Oregon | Eugene | OR | 09/2018 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
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