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610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED_RES | 2017-01-06 |
| WA | RA | APPROVED | 2016-09-01 |
Branch Locations
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
811 Sw 6Th Ave Suite 1000, Portland, OR 97204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 02/2012 | 12/2017 |
| First Pacific Financial | Vancouver | WA | 08/2016 | Present |
1. Licensed Insurance Agent. Maintains an insurance license with applicable state insurance commissions. Not authorized to sell insurance products or receive any commissions or receive additional compensation for the sale of insurance products to clients of First Pacific Financial. Start date: 10/2021 2. OAK TREE STATION LLC. NOT INVESTMENT RELATED. 5900 NW FRIBERG-STRUNK STREET CAMAS, WA 98607. START DATE: 03/2025. SILENT PARTNER. 2 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. 0 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-10 |
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