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326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2003-11-15 |
| WA | RA | APPROVED | 2003-11-15 |
Branch Locations
326 Admiral Way Suite 200, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zevenbergen Capital Investments Llc | Edmonds | WA | 11/2003 | Present |
Name: Smead Funds Trust Investment Related: Yes Address: 2777 East Camelback Road, Suite 375; Phoenix, AZ 85016 Nature: Open end management investment company Position: Board Trustee Start Date: 06/2014 Hours/Month: 2 Hours/Trading Hours/Month: 1 Duties: Fund governance committed to upholding principles of shareholder protection
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-10 |
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