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610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED | 2021-05-19 |
| WA | RA | APPROVED | 2020-11-10 |
Branch Locations
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carmax | San Diego | CA | 05/2016 | 10/2017 |
| Equity Residential | San Diego | CA | 10/2017 | 05/2019 |
| Tci Wealth Advisors | Scottsdale | AZ | 05/2019 | 08/2019 |
| San Diego State University | San Diego | CA | 08/2019 | 03/2020 |
| First Pacific Financial | Vancouver | WA | 03/2020 | 10/2020 |
| First Pacific Financial | Vancouver | WA | 10/2020 | Present |
1.) Licensed Insurance Agent; investment related: Yes; Description of the business: Licensed Insurance Agent. Please add the following text to the disclosure brochure: Aaron Claridge maintains an insurance license with applicable state insurance commissions. However, he is not authorized to sell insurance products or receive any commissions or additional compensation for the sale of insurance products to clients of First Pacific Financial.; Responsibilities Duties: Licensed Insurance Agent. Start date with business: 2022-02-01 2.) Share. Not Investment related. 2306 NE Andresen Road Vancouver, WA 98661. Member of the Board of Directors/Finance Committee. Start date: Apr 30, 2026. 0% of time during securities trading hours. 5% of time outside of securities trading hours. Review policies and mission with staff participation; Adopt and update bylaws; Review agency goals and objectives - short and long term, Monitor and evaluate agency budget; Assist in the planning and raising of funds for meeting budget objectives; Recognize legal responsibilities and limitations; and serve as an advocate of the agency in the community. 3.) Vancouver Rotary Foundation. Investment related. P.O. Box 1000 Vancouver, WA 98666. Investment Officer. Start Date: Jun 30, 2025. 5% of time during securities trading hours. 0% of time outside of securities trading hours. Oversee the investments of the Foundation; Provide investment reports at least quarterly to the Board; Work with the Communications Committee to present information about investments to the Club members throughout the year and as part of annual presentation; and work with investment manager to arrange annual presentation to the Board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-09 |
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