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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-01 |
| TX | RA | APPROVED | 2017-07-06 |
| WA | RA | APPROVED | 2017-07-06 |
Branch Locations
1220 Main St Suite 400, Vancouver, WA 98660 • United States
Gilbert, AZ • United States
Kalama, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Portland | OR | 06/2013 | 02/2017 |
| Nylife Securities Llc | Portland | OR | 09/2013 | 02/2017 |
| Seton Catholic High School | Portland | OR | 07/2015 | 05/2018 |
| Massmutual Life Insurance Company | Vancouver | WA | 09/2016 | Present |
| Mml Investors Services | Vancouver | WA | 02/2017 | Present |
(1) NAME: GASTON DE LA TORRE & DE LA TORRE WEALTH STRATEGIES INV REL: Y ADD: 1220 MAIN ST VANCOUVER WA 98660 NATURE: INDIVIDUAL LIFE/FIXED ANNUITIES POSITION: AGENT START DATE: 10/01/2019 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10 (2) NAME: DLTB INV REL: Y ADD: 1220 MAIN ST VANCOUVER WA 98662 NATURE: CONDUCTING WEALTH STRATEGIES BUSINESS, PAYING GDC GENERATED TO THIS BUSINESS POSITION: PARTNER START DATE: 1/15/2021 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 15
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
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