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Phillip E Harris

Clear Creek Financial Management, LLC

Meridian, ID

Silverdale, WA

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Current Employers
Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-10-22
  • ID RA
    APPROVED
    Since 2021-10-22

Branch Locations

1739 S Jade Way, Ste 100, Meridian, ID 83642 • United States

9361 Bayshore Drive Nw, Silverdale, WA 98383 • 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
Kms Financial Services, Inc Seattle WA 06/2009 10/2021
Securities America, Inc. Meridian ID 11/2020 10/2021
Securities America Advisors, Inc. Meridian ID 11/2020 10/2021
Arbor Point Advisors Meridian ID 11/2020 10/2021
Clear Creek Financial Management, Llc Silverdale WA 10/2021 Present
  • 06/2009 → 10/2021
    Kms Financial Services, Inc
    Seattle, WA
  • 11/2020 → 10/2021
    Securities America, Inc.
    Meridian, ID
  • 11/2020 → 10/2021
    Securities America Advisors, Inc.
    Meridian, ID
  • 11/2020 → 10/2021
    Arbor Point Advisors
    Meridian, ID
  • 10/2021 → Present
    Clear Creek Financial Management, Llc
    Silverdale, WA
Previous Registrations
  • 2020-11-06 → 2021-10-28
    Securities America Advisors, Inc.
    Meridian, ID
  • 2020-11-06 → 2021-10-28
    Arbor Point Advisors
    Meridian, ID
  • 2009-06-29 → 2020-11-06
    Kms Financial Services, Inc.
    Meridian, ID
    Seattle, WA
  • 2002-09-11 → 2009-09-30
    Sawtooth Securities, Llc
    Boise, ID
    Boise, ID
    Boise, ID
    Meridian, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-12
  • S66 Uniform Combined State Law Examination
    2001-01-12

View on SEC IAPD

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