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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
1406 Se 164Th Ave Suite 101, Vancouver, WA 98683 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Torrance | CA | 01/2006 | 03/2017 |
| Massmutual Life Insurance Company | Vancouver | WA | 07/2016 | 10/2018 |
| Mml Investors Services, Llc | Vancouver | WA | 03/2017 | 10/2018 |
| Kms Financial Services, Inc. | Seattle | WA | 10/2018 | 11/2020 |
| Securities America, Inc. | Vancouver | WA | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Vancouver | WA | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Vancouver | WA | 06/2024 | Present |
| Osaic Wealth, Inc. | Vancouver | WA | 06/2024 | Present |
BLANCHARD WEALTH SOLUTIONS -INVESTMENT RELATED - 1406 SE 164TH AVENUE SUITE 101 VANCOUVER WA 98683 - DBA - OWNER - 10/12/2018 - 2 HR/MO, 2 HR/MO DURING TRADING. BWS OPERATIONS LLC POSITION: President of LLC NATURE: LLC that we use to share office expenses and for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2015 ADDRESS: 1406 SE 164th Avenue, Suite 101, Vancouver WA 98683, United States DESCRIPTION: Money is paid into LLC by both advisors in order to share office expenses. INSURANCE POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/11/2018 ADDRESS: 1406 SE 164th Avenue, Suite 101, Vancouver WA 98683, United States DESCRIPTION: I sell insurance products including life insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-14 |
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