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Mitchell Frank Carpenter

Cascadia Capital, LLC

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About Mitchell Frank Carpenter

Mitchell Carpenter is a financial professional with Cascadia Capital, LLC, a firm that is registered with FINRA and the SEC. Mitchell is licensed in Washington and has passed both the Series 7TO, Series 63, and SIE examinations. He started working at Cascadia Capital, LLC on June 11, 2024.

Firm Information

Mitchell Carpenter is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Mitchell Carpenter’s Registration & Firm History

WA

06/11/2024 - Present

Cascadia Capital, LLC (SEATTLE WA)

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Licenses & Designations

BC

Issued 06/21/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Frank Carpenter.
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