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11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-08 |
Branch Locations
11980 Ne 24Th St Suite 210, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parcion Private Wealth Llc | Bellevue | WA | 03/2024 | Present |
| Corient Private Wealth | Seattle | WA | 05/2022 | 03/2024 |
| Stokes Lawrence | Seattle | WA | 10/2021 | 05/2022 |
| Self-Employed | Seattle | WA | 02/2021 | 10/2021 |
| Pie Bar Bakery | Seattle | WA | 10/2018 | 03/2019 |
| Wilson Miller And Company | Seattle | WA | 06/2018 | 09/2018 |
| Student | Seattle | WA | 09/2017 | 06/2021 |
| Student | Seattle | WA | 09/2014 | 05/2017 |
| Unemployed | Seattle | WA | 05/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-06 |
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