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Julie Dianne Scott

Martel Wealth Advisors, LLC

Sequim, WA

Vancouver, WA

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Current Employers
Martel Wealth Advisors, Llc

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-08-02
  • WA RA
    APPROVED
    Since 2018-08-02

Branch Locations

Sequim, WA • United States

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • 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 06/1998 12/2018
Martel Wealth Advisors Inc. Seattle WA 05/2018 08/2020
Martel Wealth Advisors Inc. Seattel WA 09/2020 Present
  • 06/1998 → 12/2018
    Kms Financial Services, Inc.
    Seattle, WA
  • 05/2018 → 08/2020
    Martel Wealth Advisors Inc.
    Seattle, WA
  • 09/2020 → Present
    Martel Wealth Advisors Inc.
    Seattel, WA
Previous Registrations
  • 2018-01-04 → 2018-12-31
    Kms Financial Services, Inc.
    Vancouver, WA
    Seattle, WA
    Seattle, WA
  • 2007-06-13 → 2018-01-02
    Kms Financial Services, Inc.
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-18
  • S66 Uniform Combined State Law Examination
    2000-07-18

View on SEC IAPD

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