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Adam Quentin Zimmerman

Columbia River Advisors

Bellevue, WA

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Current Employers
Columbia River Advisors

1927 Dock Street, Tacoma, WA 98402 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-06-15
  • WA RA
    APPROVED
    Since 2016-06-15

Branch Locations

500- 108Th Ave Ne, #1100, Bellevue, WA 98004 • 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
Columbia River Advisors Llc Bellevue WA 04/2016 Present
  • 04/2016 → Present
    Columbia River Advisors Llc
    Bellevue, WA
Previous Registrations
  • 2014-10-27 → 2016-12-07
    Blue Moon Wealth Advisory, Llc.
    Bellevue, WA
  • 2014-02-17 → 2014-09-09
    Summit Asset Strategies Wealth Management, Llc
    Bellevue, WA
  • 2010-06-08 → 2013-12-31
    Summit Asset Strategies Wealth Management, Llc
    Bellevue, WA
  • 2004-02-11 → 2010-06-18
    Hornor, Townsend & Kent, Llc
    Renton, WA
    Bellevue, WA
    Bellevue, WA
  • 2009-09-25 → 2010-06-03
    Advisory Resource Group, Llc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-02
S63 Uniform Securities Agent State Law Examination 2001-01-23
  • S65 Uniform Investment Adviser Law Examination
    2003-12-02
  • S63 Uniform Securities Agent State Law Examination
    2001-01-23
Designations

View on SEC IAPD

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