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2219 Rimland Drive Suite 301, Bellingham, WA 98226-8759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-11-02 |
Branch Locations
2219 Rimland Drive Suite 301, Bellingham, WA 98226-8759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Bellingham | WA | 07/2016 | 11/2016 |
| Brockman Capital Management, Llc | Bellingham | WA | 09/2016 | Present |
| Brockman Capital Management, Llc | Bellingham | WA | 07/2016 | Present |
Instructor, Whatcom Community College; not investment-related; Bellingham, WA; teaching business and economics courses; Instructor; 09/2012 - Present; approximately 25 hours/month; 0 hours during securities trading hours; instruction in business-related coursework. Instructor, Bellingham Technical College; not investment-related; Bellingham, WA; teaching business and economics courses; Instructor; 09/2020 - Present; approximately 15 hours/month; 0 hours during securities trading hours; instruction in business-related coursework. Licensed insurance agent; not investment-related; Washington State; insurance sales; Agent/Producer; 01/2016 - Present; approximately 5 hours/month; 0 hours during securities trading hours; sale of fixed insurance products, separate from advisory services. Commissions are paid by the insurance company, are not shared with the adviser, and are not credited against advisory fees. Extrapoli; not investment-related; Bellingham, WA; education technology company developing and licensing classroom simulations and instructional materials relating to business and economics; Founder/Managing Member; 07/2026 - Present; approximately 20 hours/month; 0 hours during securities trading hours; develops and oversees educational software, instructional content, product development and business operations. Extrapoli does not provide investment advisory services, manage client assets, execute securities transactions, or receive compensation based on securities transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-17 |
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