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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-27 |
Branch Locations
Ellensburg, WA • United States
242 Main Street, Staten Island, NY 10307 • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-02 |
Branch Locations
101 S Wenatchee Avenue Suite C, Wenatchee, WA 98801 • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 01/2012 | 12/2017 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 01/2018 | 06/2023 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 01/2018 | 08/2026 |
| Calton & Associates, Inc. | Marble Falls | TX | 07/2023 | 08/2026 |
| Chelsea Financial Services | Staten Island | NY | 08/2026 | Present |
| Chelsea Advisory Services | Staten Island | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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