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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maas Cpa | Evereson | WA | 01/2017 | Present |
| Markwell Farms | Lynden | WA | 01/2005 | Present |
| Hmv Berries Llc | Lynden | WA | 11/2012 | Present |
| Ptm Berry Farms Llc | Everson | WA | 12/2005 | Present |
| Avantax Investment Services, Inc | Everson | WA | 05/2021 | 09/2025 |
| Avantax Advisory Services | Everson | WA | 05/2021 | 09/2025 |
| Vm Financial, Llc | Everson | WA | 05/2021 | Present |
| Vm Financial, Llc | Everson | WA | 05/2021 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Everson | WA | 01/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Everson | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) VM FINANCIAL, LLC POSITION: Governor NATURE: This entity is a newly established business that will be solely used to conduct Avantax Wealth Management business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 80 START DATE: 05/12/2021 ADDRESS: 109 E. Main St, PO Box 444, Everson WA 98247, United States DESCRIPTION: Once I am fully licensed, I will be assisting clients with setting up new accounts, assessing client suitability for different investments, and assisting with financial and retirement planning. All investment activity will be conducted through Avantax. 2)PTM Berry Farms LLC; Governor; This farm is a 50 acre blueberry farm that is used for planting, fertilization, and harvesting of crops. It operates seasonally during the growing and harvest season which runs from May through July.; NIR; 10; 12/06/2005; 2342 Central Rd Everson WA 98247; 1) Develop and Implement fertilizer and pesticide program for the crop.2) Monitor and maintain irrigation program for the crop.3) Hire and schedule employees during harvest of the crop.4) Develop and implement food safety plan, culminating in an annual third party audit.5) Interface with processors/packers to ensure top value for the crop.6) Develop budgets for the year and provide ongoing financial oversight for the operation. 3)HMV Berries LLC; Governor; This farm is a 70 acre blueberry and raspberry farm owned by me, my two sisters, and our spouses. The farm is used for planting, fertilization, and harvesting of crops. It operates seasonally and is very busy during the harvest months of June-July.; NIR; 10; 11/06/2012; 1492 Pangborn Rd Lynden WA 98264; 1) Develop and Implement fertilizer and pesticide program for the crop.2) Monitor and maintain irrigation program for the crop.3) Hire and schedule employees during harvest of the crop.4) Develop and implement food safety plan, culminating in an annual third party audit.5) Interface with processors/packers to ensure top value for the crop.6) Develop budgets for the year and provide ongoing financial oversight for the operation. 4)Maas CPA; Accountant; This business specializes in individual and business tax preparation. They also offer accounting services including payroll tax filings services.; NIR; 20; 01/01/2017; 109 E Main Street Everson WA 98247; 1) Answer client phone calls and set appointments.2) Create client packets/folders and scan client documents into the document management system.3) Prepare individual and business tax returns.4) Review completed tax returns with clients.5) Provide analysis on potential tax saving strategies with clients. 5)Markwell Raspberry LLC; Farm Manager; This is a 45 acre red raspberry farm owned by my father. I work for my him as a part time employee. The farm is used for planting, fertilization, and harvesting of crops. It is very seasonal, with most activity taking place during the summer months.; NIR; 10; 01/01/2005; 1492 Pangborn Rd Lynden WA 98264; 1) Develop and Implement fertilizer and pesticide program for the crop.2) Monitor and maintain irrigation program for the crop.3) Hire and schedule employees during harvest of the crop.4) Develop and implement food safety plan, culminating in an annual third party audit.5) Interface with processors/packers to ensure top value for the crop.6) Develop budgets for the year and provide ongoing financial oversight for the operation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-15 |
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