DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst37 years in industry

MICHELLE WATSON

Advisor at EVERGREEN CAPITAL MANAGEMENT LLC

San Francisco, CA | BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd942c76-4d8e-5119-e35c-2d9a6a499197

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 2
Observed: Dec 18, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michelle Watson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Michelle Watson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERGREEN CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S65|S63|S66
First exam: May 1, 1989
First registration: Dec 18, 2001
Dual registered: no
Other names: MICHELLE NICOLE MARTINSON|MICHELLE NICOLE SKAGEN|MICHELLE NICOLE MARTINSON
IAPD individual key: 1810398

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERGREEN CAPITAL MANAGEMENT LLC	Independent wealth	May 10, 2017	n/a	yes	BELLEVUE, WA\|San Francisco, CA	Current employment
ARCTURUS FINANCIAL, LLC	Former SEC adviser	Nov 2, 2016	Jun 3, 2017	no	KENWOOD, CA	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Sep 30, 2010	Sep 30, 2016	no	SAN FRANCISCO, CA	Previous registration
FIRST REPUBLIC WEALTH ADVISORS, LLC	n/a	Aug 21, 2007	Sep 30, 2010	no	SAN FRANCISCO, CA	Previous registration
CTC CONSULTING, INC.	n/a	Dec 18, 2001	Oct 17, 2005	no	TACOMA, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARCTURUS FINANCIAL, LLC	EVERGREEN CAPITAL MANAGEMENT LLC	Jun 3, 2017	May 10, 2017	-24	Firm change	Other
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	ARCTURUS FINANCIAL, LLC	Sep 30, 2016	Nov 2, 2016	33	Firm change	Other
FIRST REPUBLIC WEALTH ADVISORS, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Sep 30, 2010	Sep 30, 2010	0	Firm change	Other
CTC CONSULTING, INC.	FIRST REPUBLIC WEALTH ADVISORS, LLC	Oct 17, 2005	Aug 21, 2007	673	Firm change after gap	Other

Relationships

Registered with (5)

→ EVERGREEN CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
May 10, 2017 to presentfactForm ADV
→ ARCTURUS FINANCIAL, LLCRegistered adviserregistration: previous registration
Nov 2, 2016 to Jun 3, 2017factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 30, 2010 to Sep 30, 2016factForm ADV
→ FIRST REPUBLIC WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 21, 2007 to Sep 30, 2010factForm ADV
→ CTC CONSULTING, INC.Registered adviserregistration: previous registration
Dec 18, 2001 to Oct 17, 2005factForm ADV

Dated events

No dated event names this entity yet.