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6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-12-21 |
Branch Locations
6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Financial Llc | Tacoma | WA | 12/2021 | Present |
| The Medicare Exchange | Tacoma | WA | 07/2015 | Present |
| Sound Medicare Advisors, Llc | Tacoma | WA | 10/2013 | Present |
(1) THE MEDICARE EXCHANGE; INV REL; INSURANCE AGENT; INSUR SALES AND SERVICES; START 07/2015; TACOMA, WA; 180 HRS/MO. (2) SOUND MEDICARE ADVISORS, LLC; INV REL; OWNER; INSUR SERVICES; START 10/2013; TACOMA, WA; 180 HRS/MO; 20 HRS DURING SECUR TRADING HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-14 |
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