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Advisor at BLUE WATER WEALTH
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 |
|---|---|---|---|---|---|---|
| BLUE WATER WEALTH | Independent wealth | Jun 16, 2021 | n/a | yes | Seattle, WA | Current employment |
| PARACLE ADVISORS LLC | Former SEC adviser | Jun 25, 2013 | Nov 4, 2020 | no | MERCER ISLAND, WA | Previous registration |
| BMO FAMILY OFFICE, LLC | Bank affiliated wealth | Mar 12, 2010 | Jun 4, 2013 | no | SEATTLE, WA | Previous registration |
| Lnw | Former SEC adviser | Aug 19, 2008 | Dec 4, 2009 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARACLE ADVISORS LLC | BLUE WATER WEALTH | Nov 4, 2020 | Jun 16, 2021 | 224 | Firm change | RIA to RIA |
| BMO FAMILY OFFICE, LLC | PARACLE ADVISORS LLC | Jun 4, 2013 | Jun 25, 2013 | 21 | Firm change | Other |
| Lnw | BMO FAMILY OFFICE, LLC | Dec 4, 2009 | Mar 12, 2010 | 98 | Firm change | Other |