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Advisor at CORIENT
Bellevue, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Oct 9, 2025 | n/a | yes | Bellevue, WA | Current employment |
| BRISTLECONE ADVISORS LLC | Former SEC adviser | Jul 13, 2015 | Oct 10, 2025 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRISTLECONE ADVISORS LLC | Corient | Oct 10, 2025 | Oct 9, 2025 | -1 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109227:319448:WA:2025-10-06 | Oct 10, 2025 | Oct 9, 2025 | BELLEVUE, WA | Firm change |