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610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-03-11 |
| OR | RA | APPROVED | 2021-09-09 |
| TX | RA | APPROVED | 2021-09-09 |
| WA | RA | APPROVED | 2021-09-09 |
Branch Locations
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Way Of The Columbia-Willamette | Portland | OR | 07/2011 | 05/2017 |
| United Way Of The Columbia-Willamtte | Portland | OR | 06/2017 | 01/2020 |
| Kimsa Total Wealth | Tigard | OR | 02/2020 | 03/2020 |
| Stay At Home Parent | Portland | OR | 03/2020 | 04/2021 |
| First Pacific Financial | Vancouver | WA | 05/2021 | 07/2021 |
| First Pacific Financial | Vancouver | WA | 07/2021 | Present |
1. Licensed Insurance Agent. Maintains an insurance license with applicable state insurance commissions. Not authorized to sell insurance products or receive any commissions or receive additional compensation for the sale of insurance products to clients of First Pacific Financial. Start date: 10/2024 2. Financial Planning Association of Oregon & SW Washington. Treasurer. Investment related: No. 9600 SW Oak St., Suite 565 Tigard OR 97223. Offers professional development and education credits. Attend Board meetings and submit minutes for approval. Start date with business: 2025-01-21. Hours per month devoted to business during trading hours: 0. Hours per month devoted to business outside trading hours: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
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