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Employer firm

Continental Investors Services, Inc. CRD 29775

$197M regulatory AUM 687 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • PORTFOLIO MANAGEMENT FOR NON-PROFIT ORGANIZATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Continental Investors Services, Inc.

1330 Broadway St., Longview, WA 98632 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-12-11
  • WA RA
    APPROVED
    Since 2018-12-11

Branch Locations

1330 Broadway Street P.O. Box 1717, Longview, WA 98632-7552 • United States

1330 Broadway Street, Longview, WA 98632-7552 • 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
Continental Investors Services, Inc. Longview WA 08/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-20
S63 Uniform Securities Agent State Law Examination 1996-10-21
  • S65 Uniform Investment Adviser Law Examination
    2000-11-20
  • S63 Uniform Securities Agent State Law Examination
    1996-10-21
Other Names
  • Michelle Bohy
  • Michelle F Elo

View on SEC IAPD

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