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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-20 |
| CA | RA | APPROVED | 2024-08-02 |
| NY | RA | APPROVED | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wetherby Asset Management | San Francisco | CA | 07/2018 | 12/2022 |
| Uc Davis | Davis | WA | 09/2013 | 06/2017 |
| N/A | N/A | CA | 06/2017 | 07/2018 |
| Laird Norton Wetherby Wealth Management. Llc | San Francisco | CA | 01/2022 | 12/2024 |
| Laird Norton Wetherby Wealth Management. Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
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