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Advisor at BRIGHTON JONES 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 |
|---|---|---|---|---|---|---|
| BRIGHTON JONES LLC | Independent wealth | Mar 23, 2022 | n/a | yes | SEATTLE, WA | Current employment |
| TRELLIS ADVISORS, LLC | Former SEC adviser | Aug 20, 2021 | Mar 18, 2022 | no | Seattle, WA|ELLENSBURG, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRELLIS ADVISORS, LLC | BRIGHTON JONES LLC | Mar 18, 2022 | Mar 23, 2022 | 5 | Firm change | RIA to RIA |