Corey Michael Lashells

Current Employers

Anchor Financial

6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-10-13
WA	RA	APPROVED	2021-01-21

TX RA
APPROVED_RES

Since 2022-10-13
WA RA
APPROVED

Since 2021-01-21

Branch Locations

19031 133Rd Ave W Suite 314, Lynwood, WA 98036 • United States

6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • 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

Organization	City	State	From	To
Questar Capital Corporation	Minneapolis	MN	01/2015	02/2019
Questar Asset Management	Minneapolis	MN	06/2016	02/2019
Packerland Brokerage Services	Green Bay	WI	02/2019	07/2020
Gradient Securities, Llc	Arden Hills	MN	07/2020	11/2021
The Medicare Exchange	Tacoma	WA	11/2014	Present
Anchor Financial Llc	Tacoma	WA	08/2020	Present
Anchor Financial Llc	Tacoma	WA	08/2020	11/2024

01/2015 → 02/2019

Questar Capital Corporation

Minneapolis, MN
06/2016 → 02/2019

Questar Asset Management

Minneapolis, MN
02/2019 → 07/2020

Packerland Brokerage Services

Green Bay, WI
07/2020 → 11/2021

Gradient Securities, Llc

Arden Hills, MN
11/2014 → Present

The Medicare Exchange

Tacoma, WA
08/2020 → Present

Anchor Financial Llc

Tacoma, WA
08/2020 → 11/2024

Anchor Financial Llc

Tacoma, WA

Previous Registrations

2019-02-11 → 2020-07-24

Packerland Brokerage Services, Inc.

Tacoma, WA

Green Bay, WI

Green Bay, WI
2016-06-27 → 2019-02-13

Questar Asset Management, Inc.

Lakewood, WA

Tacoma, WA

Other Businesses

1. THE MEDICARE EXCHANGE; INV RELATED; 6004 WESTGATE BLVD SUITE 120, TACOMA, WA 98406; INSURANCE; BRANCH MANAGER/INSURANCE PRODUCER; START 11/2014; 80 HOURS PER MONTH; 30 HOURS DURING SECURITIES TRADING HOURS; MANAGE AND TRAIN AGENTS - EDUCATE AND PROVIDE INSURANCE SERVICES TO CLIENTS. 2. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD, SUITE 120, TACOMA, WA 98406; FINANCIAL SERVICES; MEMBER; START 07/2019; NAME USED FOR SECURITIES BUSINESS. 3. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD SUITE 120, TACOMA, WA 98406; RIA; MANAGING PARTNER, IAR; START 01/2021; 80 HOURS PER MONTH; 80 HOURS DURING SECURITIES TRADING HOURS; MANAGING PARTNER AND PROVIDE ADVISORY SERVICES TO CLIENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-24
S63	Uniform Securities Agent State Law Examination	2015-01-29

S65 Uniform Investment Adviser Law Examination

2016-06-24
S63 Uniform Securities Agent State Law Examination

2015-01-29

Other Names

Corey M Lashells

View on SEC IAPD