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Heidi Marie Johnson Bixby

Johnson Bixby

Vancouver, WA

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Current Employers
Johnson Bixby

275 West Third Street Suite 600, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-16
WA RA APPROVED 2020-10-16
  • TX RA
    APPROVED
    Since 2020-10-16
  • WA RA
    APPROVED
    Since 2020-10-16

Branch Locations

275 West Third Street Suite 600, Vancouver, WA 98660 • 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
Kms Financial Services, Inc. Seattle WA 05/1993 11/2020
Johnson Bixby & Associates Llc Vancouver WA 11/1998 10/2020
Johnson Bixby & Associates Llc Dba Johnson Bixby Vancouver WA 10/2020 Present
Integrated Tax Services, Llc Vancouver WA 01/2010 Present
Jba Retail, Inc. Vancouver WA 01/2012 12/2022
The Difference, Inc. Vancouver WA 01/2016 12/2023
Securities America, Inc. Vancouver WA 11/2020 08/2022
Private Client Services Vancouver WA 08/2022 Present
Jba Properties, Llc Vancouver WA 08/2005 Present
Ripple Effect Properties, Llc Vancouver WA 10/2019 Present
Ripple Space, Llc Vancouver WA 04/2021 Present
  • 05/1993 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 11/1998 → 10/2020
    Johnson Bixby & Associates Llc
    Vancouver, WA
  • 10/2020 → Present
    Johnson Bixby & Associates Llc Dba Johnson Bixby
    Vancouver, WA
  • 01/2010 → Present
    Integrated Tax Services, Llc
    Vancouver, WA
  • 01/2012 → 12/2022
    Jba Retail, Inc.
    Vancouver, WA
  • 01/2016 → 12/2023
    The Difference, Inc.
    Vancouver, WA
  • 11/2020 → 08/2022
    Securities America, Inc.
    Vancouver, WA
  • 08/2022 → Present
    Private Client Services
    Vancouver, WA
  • 08/2005 → Present
    Jba Properties, Llc
    Vancouver, WA
  • 10/2019 → Present
    Ripple Effect Properties, Llc
    Vancouver, WA
  • 04/2021 → Present
    Ripple Space, Llc
    Vancouver, WA
Previous Registrations
  • 1998-05-10 → 2020-11-05
    Kms Financial Services, Inc.
    Longview, WA
    Longview, WA
    Vancouver, WA
    Seattle, WA
    Vancouver, WA
Other Businesses

1) JOHNSON BIXBY & ASSOCIATES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER WA 98660. RIA. 200 HRS/MO; 90 DURING TRADING HRS. 2) INSURANCE LICENSE. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. SELLING LIFE AND LTC INSURANCE TO CLIENTS AS WELL AS ANNUITIES. LIFE AND LTC SALES THROUGH LENZ FINANCIAL IN PORTLAND, OR. 10 HRS/MO; 2 DURING TRADNG HRS. 3) INTEGRATED TAX SERVICES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. LLC FOR OWNERSHIP OF TAX AND ACCOUNTING FIRM. OWNER. OVERALL LEADERSHIP OF THE MANAGEMENT TEAM, REVIEW LEGAL, HR AND ACCOUNTING ACTIVITY. I DO NOT PREPARE OR SIGN TAX RETURNS. 10 HRS/MO; 0 DURING TRADING HRS. 4) JBA PROPERTIES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER WA 98660. LLC FOR OWNERSHIP AND MANAGEMENT OF COMMERCIAL REAL ESTATE PROPERTY. LEASE PROPERTY, MANAGE TENANT REQUESTS, MANAGE MAINTENANCE AND UPKEEP OF THE BUILDING. 10 HRS/MO; 1 DURING TRADING HRS. 5) RIPPLE EFFECT PROPERTIES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. LLC FOR OWNERSHIP AND MANAGEMENT OF COMMERCIAL REAL ESTATE PROPERTY. LEASE PROPERTY, MANAGE TENANT REQUESTS, MANAGE MAINTENANCE AND UPKEEP OF THE BUILDING. 10 HRS/MO; 1 HOUR DURING TRADING HRS. 6) RIPPLE SPACE, LLC. 275 WEST 3RD STREET, SUITE 400, VANCOUVER, WA 98660. LLC FOR SUB-LEASING COMMERCIAL SPACE AS EVENT VENUE. OWNER. OVERALL MANAGEMENT OF THE STAFF WHO LEASE THE SPACE AND MANAGE EVENTS. 5 HRS/MO; 1 HOUR DURING TRADING HRS. 7) HURLEY BUILDING HOA. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. HOA FOR THE COMMON OWNERSHIP EXPENSES OF REAL ESTATE OWNED IN AN OFFICE CONDO. MY FLOORS ARE OWNED BY RIPPLE EFFECT PROPERTIES, LLC. ACCOUNTING AND BILL PAYING FOR THE HOA. 3 HRS/MO; 0 DURING TRADING HRS. 8) GLOBAL SOJOURNS GIVING CIRCLE. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. GLOBAL SOJOURNS GIVING CIRCLE (GSGC) IS A 501(C)(3) THAT CREATES SAFE SPACES IN SOUTHERN AFICIAN COUNTRIES TO EMPOWER AND EDUCATE YOUTH. BOARD MEMBER. TREASURER. 10 HRS/MO; 0 DURING TRADING HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-28
S63 Uniform Securities Agent State Law Examination 1992-04-06
  • S65 Uniform Investment Adviser Law Examination
    1998-04-28
  • S63 Uniform Securities Agent State Law Examination
    1992-04-06
Designations
Other Names
  • Heidi Marie Bixby

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