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Jacqueline L Degideo

Anchor Financial

Tacoma, WA

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Current Employers
Anchor Financial

6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-12-21
  • WA RA
    APPROVED
    Since 2021-12-21

Branch Locations

6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2021 → Present
    Anchor Financial Llc
    Tacoma, WA
  • 07/2015 → Present
    The Medicare Exchange
    Tacoma, WA
  • 10/2013 → Present
    Sound Medicare Advisors, Llc
    Tacoma, WA
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-21
S63 Uniform Securities Agent State Law Examination 2013-11-14
  • S65 Uniform Investment Adviser Law Examination
    2021-06-21
  • S63 Uniform Securities Agent State Law Examination
    2013-11-14
Other Names
  • Jacqueline Mccollum
  • Jacqueline Lee Degideo

View on SEC IAPD

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