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300 E. 17Th Street, Vancouver, WA 98663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
| WA | RA | APPROVED | 2017-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twp Investments | Vancouver | WA | 01/2010 | 07/2017 |
| Kms Financial Services, Inc | Seattle | WA | 06/2011 | 10/2020 |
| Sustainable Wealth Management, Inc | Vancouver | WA | 07/2017 | Present |
| Momentous Wealth Management | Vancouver | WA | 01/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2020 | 01/2025 |
1) 1. Lakeshore Community Church 2. Not Investment related 3. 9617 NW 9th Ave., Vancouver, WA 98665 4. Church/Non-Profit 5. Volunteer treasurer 6. 2009 7. 10 hrs/mo 8. 0 hrs during trading 9. Help manage the church finances, report to Finance Committee, create reports
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-25 |
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