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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-21 |
| WA | RA | APPROVED | 2020-06-17 |
Branch Locations
230 South Second St. Suite 201, Yakima, WA 98901 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reeves Financial Services | Yakima | WA | 01/2001 | Present |
| Invest Financial Corp. | Tampa | FL | 01/2010 | 12/2016 |
| Lpl Financial, Llc | Yakima | WA | 01/2017 | 06/2020 |
| Financial Management, Inc. | Yakima | WA | 01/2017 | Present |
FIXED INSURANCE NATURE: Insurance START: 03/15/1983 APPX. HRS/MONTH: 15 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 40 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
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