RIA Intelligence
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E••• A••••• J••••••
- Business email
- eric@seattlewm.comreportedseattlewm.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•••••• W••••• M••••••••• L•• independent RIA currentsince Aug 24, 2017 · S••••••, Wa
- A••••••• I••••••••• A•••••• L•• formerJan 16, 2020 to Dec 31, 2020 · S••••••, Wa
- A••••••• I••••••••• A•••••• L•• formerAug 3, 2018 to Jan 15, 2020 · S••••••, Wa
- C••••••••• F•••••••• N•••••• national BDJan 24, 2014 to Mar 7, 2017 · S••••••, Wa
- A••••••••• F•••••••• S•••••••• L•• national BDApr 17, 2009 to Jan 28, 2014 · Seattle, Wa
- W••• I••••••••• I••• unclassifiedApr 17, 2007 to Apr 21, 2009 · S••••••, Wa
- A••••••••• F•••••••• S•••••••• L•• national BDOct 2, 2003 to May 31, 2005 · S••••••, Wa
- A••••••• I••••••••• A•••••• L•• to no registered destinationleft Dec 31, 2020 · Departure, no registered destination
- C••••••••• F•••••••• N•••••• to S•••••• W••••• M••••••••• L••left Mar 7, 2017, registered Aug 24, 2017 (170 days) · Other · moved with a team
- A••••••••• F•••••••• S•••••••• L•• to C••••••••• F•••••••• N••••••left Jan 28, 2014, registered Jan 24, 2014 (-4 days) · Affiliated broker-dealer or bank to another
- W••• I••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Apr 21, 2009, registered Apr 17, 2009 (-4 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to W••• I••••••••• I•••left May 31, 2005, registered Apr 17, 2007 (686 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address