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Matthews, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-31 |
| OR | RA | APP_PEND_IARCE | 2026-07-28 |
| NC | RA | APPROVED | 2026-03-23 |
Branch Locations
Matthews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inland Securities Corporation | Oak Brook | IL | 07/2015 | 03/2018 |
| Colorado Financial Service Corporation | Sherwood | OR | 04/2018 | 10/2018 |
| Madrona Financial Services, Llc | Sherwood | OR | 12/2018 | 06/2019 |
| Apollon Wealth Management, Llc | Mt. Pleasant | SC | 06/2019 | 12/2024 |
| Terra Wealth Management, Llc | Vancouver | WA | 01/2025 | Present |
| Self Employed | Sherwood | OR | 06/2018 | 06/2019 |
| Telos Wealth Management, Llc | Vancouver | WA | 03/2026 | Present |
Midwest Pacific Investments LLC (DBA Dawn Campbell Consulting) Is the business investment related? Yes Location of the business: Vancouver, Washington Position Title: Owner Description of the business: Midwest Pacific Investments LLC is a single-member limited liability company wholly owned by Dawn. The entity is used solely to receive investment advisory compensation earned through Dawn's affiliation with Telos. The LLC does not provide investment advisory services directly and does not conduct any separate business activities. Hours per Month During Securities Trading Hours: 0 Hours per Month Outside Securities Trading Hours: 0–1 Percentage of Compensation: 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-12 |
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