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22307 Marine View Drive South Suite 101, Des Moines, WA 98198 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-01 |
Branch Locations
22307 Marine View Drive South Suite 101, Des Moines, WA 98198 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services Inc. | Burien | WA | 05/2012 | 09/2025 |
| Dixie'S Tax & Financial Services, L.L.C. | Des Moines | WA | 05/2012 | Present |
| Sand Dollar Inn & Cottages | Pacific Beach | WA | 01/2006 | 07/2018 |
| Dmm Senior Insurance Llc | Des Moines | WA | 10/2023 | Present |
| Dixie'S Tax & Financial Services, L.L.C. | Des Moines | WA | 06/2026 | Present |
| Avantax Advisory Services | Burien | WA | 02/2014 | 09/2025 |
| Cetera Wealth Services, Llc | Des Moines | WA | 09/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Des Moines | WA | 09/2025 | 06/2026 |
1) DMM Senior Insurance LLC; Investment-related; Same address; Insurance agency; Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) Coastal Breeze LLC; Not investment-related; Normandy Park, WA 98166; Entity for investments in rental properties; Member; Maintain properties and collect rents; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-09 |
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