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222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-20 |
Branch Locations
222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helium Advisors | Everett | WA | 05/2020 | 07/2021 |
| Washington State University Athletics | Pullman | WA | 08/2019 | 05/2020 |
| The Ken Blanchard Companies | Escondido | CA | 06/2019 | 08/2019 |
| Wing Point Golf And Country Club | Bainbridge Island | WA | 01/2015 | 07/2018 |
| Washington State University | Pullman | WA | 08/2017 | 05/2021 |
| Bainbridge High School | Bainbridge Island | WA | 08/2014 | 06/2017 |
| Helium Advisors Llc | Vancouver | WA | 07/2021 | Present |
1.Morgan Ann Wickline is a Insurance Agent at Licensed Insurance Agent; Investment related: No; Location: 222 NE Park Plaza Drive, Part Tower III, Suite 116, Vancouver, WA 98684. Start date: 2022-09-01; Description and Responsibilities Duties: As a licensed insurance agent, Morgan, Rustin, and Roshan can sell life insurance policies. 0 Hours per month during trading; 2 Hours per month outside trading;1% of total yearly compensation to the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-26 |
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