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3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2023-01-12 |
Branch Locations
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Seattle | WA | 06/2011 | 07/2018 |
| Td Ameritrade | Seattle | WA | 08/2018 | 04/2020 |
| Charles Schwab & Co., Inc. | Bellevue | WA | 05/2020 | 11/2021 |
| Td Ameritrade, Inc. | Bellevue | WA | 07/2021 | 11/2021 |
| Arbor Capital Management Inc. | Anchorage | AK | 12/2021 | 12/2022 |
| Apcm Wealth Management For Individuals, Llc | Anchorage | AK | 01/2023 | Present |
Name of Outside Business: Rental Properties; Investment Related: No; Address of Outside Business: Anchorage, Alaska; Nature of Outside Business: Rental Property; Position: Owner Landlord; Start Date:12/1/2010; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I own rental properties and receive passive income. Name of Outside Business: USAF; Investment Related: No; Address of Outside Business: JBER, Alaska; Nature of Outside Business: Other; Position: Military Officer; Start Date: 9/17/2010; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: I work in leadership and manpower management. Mr. Valdez is a licensed insurance agent, appointed with various insurance companies. Mr. Valdez has been a licensed insurance agent since 2008. His independent insurance duties require 1 hours a week, 0 of which are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-23 |
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