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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 |
|---|---|---|---|---|
| Dixie's Tax & Financial Services, L.L.C. | Des Moines | WA | 06/2026 | Present |
| Hd Vest Investment Services | Newcastle | WA | 07/2016 | 05/2017 |
| Dixie's Tax & Financial Services, L.L.C. | Des Moines | WA | 07/2019 | Present |
| Currie & Brown | Tacoma | WA | 08/2017 | 07/2019 |
| Quadrant Homes | Bellevue | WA | 11/2014 | 11/2016 |
| Avantax Investment Services, Inc. | Burien | WA | 07/2019 | 09/2025 |
| Avantax Advisory Services | Burien | WA | 04/2021 | 09/2025 |
| Dmm Senior Insurance Llc | Des Moines | WA | 04/2023 | Present |
| Avantax Insurance Agency | Des Moines | WA | 08/2021 | 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; Manager / Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Coastal Breeze LLC; Not investment-related; Normany Park, WA 98166; Entity for investments in rental properties; Owner; Maintain properties and collect rents; Less than 5% of time during the month. 3) DTS in Des Moines LLC; Not investment-related; Normany Park, WA 98166; Entity for investments in rental properties; Owner; Maintain properties and collect rents; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-23 |
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