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Advisor at RANGE ADVISORY, LLC
MCLEAN, VA | 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 |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | Independent wealth | Jan 20, 2026 | n/a | yes | MCLEAN, VA|Bellevue, WA | Current employment |
| ROCKEFELLER CAPITAL MANAGEMENT | Bd affiliated wealth | Oct 25, 2024 | Jan 23, 2026 | no | San Francisco, CA|BELLEVUE, WA | Previous registration |
| Corient | Independent wealth | Feb 20, 2023 | Nov 6, 2024 | no | SEATTLE, WA|MIAMI, FL | Previous registration |
| COLUMBIA PACIFIC WEALTH MANAGEMENT | Former SEC adviser | Oct 7, 2019 | Aug 31, 2023 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | RANGE ADVISORY, LLC | Jan 23, 2026 | Jan 20, 2026 | -3 | Firm change | Ibd to RIA |
| Corient | ROCKEFELLER CAPITAL MANAGEMENT | Nov 6, 2024 | Oct 25, 2024 | -12 | Firm change | RIA to ibd |
| COLUMBIA PACIFIC WEALTH MANAGEMENT | Corient | Aug 31, 2023 | Feb 20, 2023 | -192 | Bulk transfer | RIA to RIA |