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Advisor at FULCRUM CAPITAL, LLC
Seattle, 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 |
|---|---|---|---|---|---|---|
| FULCRUM CAPITAL, LLC | Independent wealth | Jan 14, 2017 | n/a | yes | Seattle, WA | Current employment |
| COLDSTREAM WEALTH MANAGEMENT | Former SEC adviser | Dec 6, 2010 | Jan 12, 2017 | no | BELLEVUE, WA | Previous registration |
| PERKINS COIE CAPITAL MANAGEMENT | n/a | May 14, 2002 | Sep 30, 2010 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | FULCRUM CAPITAL, LLC | Jan 12, 2017 | Jan 14, 2017 | 2 | Firm change | Other |
| PERKINS COIE CAPITAL MANAGEMENT | COLDSTREAM WEALTH MANAGEMENT | Sep 30, 2010 | Dec 6, 2010 | 67 | Firm change | Other |