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Advisor at CORIENT
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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Feb 20, 2023 | n/a | yes | SEATTLE, WA | Current employment |
| COLUMBIA PACIFIC WEALTH MANAGEMENT | Former SEC adviser | Dec 1, 2011 | Aug 31, 2023 | no | SEATTLE, WA | Previous registration |
| BRIGHTON JONES LLC | Independent wealth | Nov 25, 2008 | Nov 21, 2011 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA PACIFIC WEALTH MANAGEMENT | Corient | Aug 31, 2023 | Feb 20, 2023 | -192 | Bulk transfer | RIA to RIA |
| BRIGHTON JONES LLC | COLUMBIA PACIFIC WEALTH MANAGEMENT | Nov 21, 2011 | Dec 1, 2011 | 10 | Firm change | Other |