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2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-08-02 |
Branch Locations
2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Distributors, Llc | Jersey City | NJ | 12/2016 | 12/2017 |
| Unemployed | Vancouver | WA | 07/2016 | 12/2016 |
| Martel Wealth Advisors | Vancouver | WA | 12/2017 | Present |
| Kms Financial Services, Inc | Seattle | WA | 01/2018 | 12/2018 |
1) CERYSIQ LLC - CO-OWNER. 5/2026 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE WORKING TO DEVELOP SOFTWARE FOR THERAPY, DEPRESSION AND OTHER ISSUES. AT THIS TIME, SPEND APPROXIMATELY 3-4 HOURS PER MONTH ON THIS ACTIVITY, NONE DURING NORMAL BUSINESS HOURS. 2109 S. MEADOWLARK LOOP, RIDGEFIELD, WA 98642.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-07 |
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