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2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-08-02 |
Branch Locations
2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martel Wealth Advisors Inc. | Vancouver | WA | 02/2011 | Present |
| Kms Financial Services, Inc | Seattle | WA | 03/2011 | 12/2018 |
| Martel Wealth Advisors Inc. | Seattle | WA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-25 |
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