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6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-01-21 |
Branch Locations
19031 133Rd Ave W Suite 314, Lynwood, WA 98036 • United States
6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • 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 |
|---|---|---|---|---|
| The Medicare Exchange | Tacoma | WA | 10/2013 | Present |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 01/2020 | 07/2020 |
| Gradient Securities, Llc | Arden Hills | MN | 07/2020 | 08/2021 |
| Anchor Financial Llc | Tacoma | WA | 08/2020 | Present |
| Covenant Senior Life | Tacoma | WA | 04/2020 | 02/2021 |
| Anchor Financial Llc | Tacoma | WA | 08/2021 | Present |
| Anchor Financial Llc | Tacoma | WA | 11/2024 | Present |
1. THE MEDICARE EXCHANGE; INV RELATED; 6004 WESTGATE BLVD, SUITE 120, TACOMA, WA 98406, 19031 33RD AVE WEST, #314, LYNNWOOD, WA 98036; INSURANCE; OWNER; START 10/2013; 80 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS; RUN AND OVERSEE INSURANCE SALES ORGANIZATION. 2. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD, STE 120, TACOMA, WA 98406; FINANCIAL SERVICES; MEMBER; START 07/2019; NAME USED FOR SECURITIES BUSINESS. 3. Anchor Financial LLC; Tacoma, WA; Investment Related; Administrative Assistant; office administrative assistance; 4 hours per month spent; 4 hours per month during trading hours spent; Started 08/2021. 4. ANCHOR FINANCIAL, LLC; INV RELATED; 6004 WESTGATE BLVD, SUITE 120, TACOMA, WA 98406, 19031 33RD AVE WEST, #314, LYNNWOOD, WA 98036; RIA; IAR/RECRUITER; START 01/2021; 40 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS; IAR/COMPLIANCE AND SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-01 |
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