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114 W Magnolia Street Suite #444, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-04-14 |
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Multop Financial | Bellingham | WA | 10/2013 | 01/2019 |
| Bellingham Golf & Country Club | Bellingham | WA | 05/2012 | 10/2017 |
| Cetera Advisors Llc | Denver | CO | 08/2016 | 09/2018 |
| Lpl Financial, Llc | Bellingham | WA | 01/2019 | 10/2019 |
| Capstone Wealth Advisors, Llc. | Salem | OR | 10/2019 | 04/2025 |
| Capstone Wealth Advisors, Llc. | Salem | OR | 10/2019 | 04/2025 |
| Vvr Holdings, Llc. (Dba Capstone Ria) | Bellingham | WA | 02/2025 | Present |
1). Tarsem Farms LLC; 9430 Sumas Rd, Sumas, WA 98295. Advisor is currently a manager. Activity started on 04/2021. Advisor devotes 20 hours per month devoted towards the business and 0 hours per month devoted during trading. She is currently in a manager here. This role is voluntary and unpaid as it is her husband's business. 2). LE Vigoren Consulting LLC; 9430 Sumas Rd, Sumas, WA 98295. Advisor is currently an owner/member. Activity started on 05/2021. Advisor devotes 160 hours per month toward the business and 90 hours per month devoted during trading. She is one of the owner/member. 3). Notary Public. 9430 Sumas Rd, Sumas, WA 98295. Advisor is a notary public. Activity started on 12/2017. Advisor devotes 15 minutes per month towards this activity and 0 hours devoted during trading. Advisor serves as a notary, and is a complementary service offered to her clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
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