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1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| WA | RA | APPROVED | 2025-11-04 |
Branch Locations
1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshall & Sullivan, Inc. | Seattle | WA | 10/1994 | 11/2025 |
| Badgley Phelps Wealth Managers | Seattle | WA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-04 |
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