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Joyce Virginia Bloomquist

Empirical Wealth Management

Bellevue, WA

Seattle, WA

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Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-10-02
  • WA RA
    APPROVED
    Since 2024-10-02

Branch Locations

11100 Ne 8Th Street Suite 820, Bellevue, WA 98004 • United States

1420 5Th Ave Suite 3150, Seattle, WA 98101 • 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
Pacific Asset Management, Llc Kirkland WA 01/2003 05/2019
Sagemark Wealth Management, Llc Kirkland WA 01/2008 05/2019
Soundmark Wealth Management Llc Kirkland WA 01/2003 04/2019
Vestory Investment Advisory Bellevue WA 05/2019 12/2020
Vestory Llc Bellevue WA 05/2019 12/2020
Apella Capital, Llc Glastonbury CT 01/2021 09/2024
Empirical Wealth Management Bellevue WA 10/2024 Present
  • 01/2003 → 05/2019
    Pacific Asset Management, Llc
    Kirkland, WA
  • 01/2008 → 05/2019
    Sagemark Wealth Management, Llc
    Kirkland, WA
  • 01/2003 → 04/2019
    Soundmark Wealth Management Llc
    Kirkland, WA
  • 05/2019 → 12/2020
    Vestory Investment Advisory
    Bellevue, WA
  • 05/2019 → 12/2020
    Vestory Llc
    Bellevue, WA
  • 01/2021 → 09/2024
    Apella Capital, Llc
    Glastonbury, CT
  • 10/2024 → Present
    Empirical Wealth Management
    Bellevue, WA
Previous Registrations
  • 2021-01-06 → 2024-09-17
    Apella Wealth
    Bellevue, WA
    West Hartford, CT
    Bellevue, WA
    Bellevue, WA
  • 2019-06-12 → 2020-12-31
    Vestory, Llc
    Bellevue, WA
  • 2008-01-16 → 2019-04-22
    Soundmark Wealth Management, Llc
    Kirkland, WA
  • 2005-02-25 → 2007-12-31
    Pacific Asset Management, Llc
    Kirkland, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-30
  • S65 Uniform Investment Adviser Law Examination
    2003-12-30
Designations
Other Names
  • Joyce V Bloomquist
  • Joyce Virginia Hankins

View on SEC IAPD

Other Firms

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SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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