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10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2009 | 09/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2018 | 11/2018 |
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2018 | 10/2018 |
| Avier Wealth Advisors | Bellevue | WA | 01/2019 | Present |
1) INTERNET PUBLISHING SERVICES | INVESTMENT RELATED: NO | DBA NAME: KRIDER PUBLISHING SERVICES | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 19835 S. SWEETBRIAR RD, WEST LINN, OR 97068 | START DATE: 10/1/2003 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: 100% OWNER OF INTERNET-BASED PUBLISHING SERVICES COMPANY THAT PROVIDES EDITING TO ACADEMIC BOOK & JOURNAL PUBLISHING. 2) BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: BIRCH COMMUNITY SERVICES | POSITION HELD: BOARD MEMBER | ADDRESS: 17780 NE RAPHAEL ST, PORTLAND, OR 967230 | START DATE: 11/1/2015 | NATURE OF ACTIVITY:CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COMMUNITY NON-PROFIT BOARD MEMBER/PRESIDENT THAT HELPS TO FACILITATE BUILDING HEALTHILY FAMILIES THROUGH FINANCIAL STABILITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-12 |
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