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Vancouver, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-01 |
| OR | RA | APPROVED | 2021-03-02 |
| WA | RA | APPROVED | 2021-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 01/2013 | 12/2016 |
| Tenbridge Partners | Portland | OR | 01/2013 | 02/2021 |
| Wipple Creek, Llc | Vancouver | WA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-06 |
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