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Current Employers
Dixie'S Tax & Financial Services, L.L.C.

22307 Marine View Drive South Suite 101, Des Moines, WA 98198 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-06-01
  • WA RA
    APPROVED
    Since 2026-06-01

Branch Locations

22307 Marine View Drive South Suite 101, Des Moines, WA 98198 • 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
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
  • 06/2026 → Present
    Des Moines, WA
  • 07/2016 → 05/2017
    Hd Vest Investment Services
    Newcastle, WA
  • 07/2019 → Present
    Des Moines, WA
  • 08/2017 → 07/2019
    Currie & Brown
    Tacoma, WA
  • 11/2014 → 11/2016
    Quadrant Homes
    Bellevue, WA
  • 07/2019 → 09/2025
    Avantax Investment Services, Inc.
    Burien, WA
  • 04/2021 → 09/2025
    Avantax Advisory Services
    Burien, WA
  • 04/2023 → Present
    Dmm Senior Insurance Llc
    Des Moines, WA
  • 08/2021 → 09/2025
    Avantax Insurance Agency
    Des Moines, WA
  • 09/2025 → 06/2026
    Cetera Wealth Services, Llc
    Des Moines, WA
  • 09/2025 → 06/2026
    Des Moines, WA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-23
  • S66 Uniform Combined State Law Examination
    2020-12-23
Other Names
  • Colby Goodner

View on SEC IAPD

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