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Inactive

Ann Louise Moore

Martel Wealth Advisors, LLC

Vancouver, WA

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Current Employers
Martel Wealth Advisors, Llc

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-05-07
  • WA RA
    APPROVED
    Since 2021-05-07

Branch Locations

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • 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
J.P. Morgan Chase Bank Na New York NY 07/2016 08/2018
J.P. Morgan Securities Llc New York NY 07/2016 08/2018
J.P. Morgan Chase Bank, Na New York NY 01/2017 08/2018
Martel Wealth Advisors Vancouver WA 04/2021 Present
Amazon Web Services Seattle WA 09/2018 04/2021
  • 07/2016 → 08/2018
    J.P. Morgan Chase Bank Na
    New York, NY
  • 07/2016 → 08/2018
    J.P. Morgan Securities Llc
    New York, NY
  • 01/2017 → 08/2018
    J.P. Morgan Chase Bank, Na
    New York, NY
  • 04/2021 → Present
    Martel Wealth Advisors
    Vancouver, WA
  • 09/2018 → 04/2021
    Amazon Web Services
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-21
S63 Uniform Securities Agent State Law Examination 2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2021-03-21
  • S63 Uniform Securities Agent State Law Examination
    2016-09-02
Designations
Other Names
  • Ann Martel
  • Ann Louise Martel

View on SEC IAPD

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Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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