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Advisor at BADGLEY PHELPS WEALTH MANAGERS
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 |
|---|---|---|---|---|---|---|
| BADGLEY PHELPS WEALTH MANAGERS | Independent wealth | Nov 4, 2025 | n/a | yes | SEATTLE, WA | Current employment |
| MARSHALL & SULLIVAN, INC. | Former SEC adviser | Mar 25, 2011 | Nov 4, 2025 | no | SEATTLE, WA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Apr 5, 2011 | no | PORTLAND, OR|SEATTLE, WA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 3, 1990 | Jun 1, 2009 | no | PORTLAND, OR|SEATTLE, WA|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARSHALL & SULLIVAN, INC. | BADGLEY PHELPS WEALTH MANAGERS | Nov 4, 2025 | Nov 4, 2025 | 0 | Firm change | RIA to RIA |
| MORGAN STANLEY | MARSHALL & SULLIVAN, INC. | Apr 5, 2011 | Mar 25, 2011 | -11 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105168:315440:WA:2025-11-04 | Nov 4, 2025 | Nov 4, 2025 | SEATTLE, WA | Firm change |