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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-09-30 |
Branch Locations
10 1St Street Ste 122, Wenatchee, WA 98801 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 07/2005 | 09/2020 |
| Kmj Financial Solutions | Wenatchee | WA | 04/2018 | Present |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 09/2020 | Present |
| Kim M Johnson | Wenatchee | WA | 01/1998 | Present |
| Kmj Financial Solutions | Wenatchee | WA | 03/2017 | Present |
| Kmj Financial Services, Llc | Wenatchee | WA | 03/2017 | Present |
1.) KIM M JOHNSON - AGENT- NON-VARIABLE INSURANCE - WENATCHEE, WA - SINCE 1/1998 - INVESTMENT RELATED 2.) KMJ FINANCIAL SOLUTIONS - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - WENATCHEE, WA - SINCE 03/2017 - INVESTMENT RELATED 3.) KMJ FINANCIAL SERVICES, LLC - OWNER/PRESIDENT - LLC FOR INVESTMENT PRACTICE - WENATCHEE, WA - 03/2017 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-05 |
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