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Current Employers
Martel Wealth Advisors, Llc

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-01
  • WA RA
    APPROVED
    Since 2026-05-01

Branch Locations

2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • 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
Martel Wealth Advisors, Llc Vancouver WA 01/2026 Present
Columbia Bank Vancouver WA 09/2025 12/2025
Pacific Premier Bank Vancouver WA 07/2018 09/2025
Grandpoint Bank Vancouver WA 01/2012 07/2018
  • 01/2026 → Present
    Vancouver, WA
  • 09/2025 → 12/2025
    Columbia Bank
    Vancouver, WA
  • 07/2018 → 09/2025
    Pacific Premier Bank
    Vancouver, WA
  • 01/2012 → 07/2018
    Grandpoint Bank
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-23
  • S65 Uniform Investment Adviser Law Examination
    2026-04-23

View on SEC IAPD

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