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Cameron Stacey Reed

Anchor Financial

Lynwood, WA

Tacoma, WA

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Current Employers
Anchor Financial

6004 Westgate Blvd. Suite 120, Tacoma, WA 98406 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-01-21
  • WA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2013 → Present
    The Medicare Exchange
    Tacoma, WA
  • 01/2020 → 07/2020
    Green Bay, WI
  • 07/2020 → 08/2021
    Gradient Securities, Llc
    Arden Hills, MN
  • 08/2020 → Present
    Anchor Financial Llc
    Tacoma, WA
  • 04/2020 → 02/2021
    Covenant Senior Life
    Tacoma, WA
  • 08/2021 → Present
    Anchor Financial Llc
    Tacoma, WA
  • 11/2024 → Present
    Anchor Financial Llc
    Tacoma, WA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-08-26
S65 Uniform Investment Adviser Law Examination 2019-08-01
  • S63 Uniform Securities Agent State Law Examination
    2019-08-26
  • S65 Uniform Investment Adviser Law Examination
    2019-08-01

View on SEC IAPD

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