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275 West Third Street Suite 600, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-24 |
Branch Locations
275 West Third Street Suite 600, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Financial Planning | Portland | OR | 04/2013 | 09/2016 |
| Kms Financial Services, Inc. | Seattle | WA | 04/2013 | 11/2020 |
| Securities America, Inc. | Vancouver | WA | 11/2020 | 08/2022 |
| Private Client Services | Vancouver | WA | 08/2022 | Present |
| Johnson Bixby | Vancouver | WA | 09/2016 | 05/2024 |
| Johnson Bixby | Vancouver | WA | 05/2024 | Present |
Johnson Bixby & Associates, LLC. 275 West 3rd Street, Suite 600, Vancouver, WA 98660. RIA. Client Services. 160 hrs/mo; 100 during trading hrs. Oregon Insurance License. 275 West Third Street, Suite 600, Vancouver, WA 98660. Not a producing agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-02 |
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