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1506 East First Street, Port Angeles, WA 98362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-11-18 |
Branch Locations
1506 East First Street, Port Angeles, WA 98362 • United States
Bellevue, WA • United States
1220 Main Street Suite 400, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-01-20 |
Branch Locations
1220 Main Street Suite 400, Vancouver, WA 98660 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sloy, Dahl & Holst, Inc. | Vancouver | WA | 11/2008 | Present |
| Smart Investor | Roseville | CA | 01/2017 | 08/2022 |
| Hallett Advisors | Port Angeles | WA | 10/2019 | Present |
| Sloy, Dahl & Holst Holdings, Inc. | Vancouver | WA | 07/2020 | Present |
1) SLOY, DAHL & HOLST HOLDINGS, INC., INVESTMENT-RELATED, 1220 MAIN STREET, SUITE 400, VANCOUVER, WA 98660, NATURE OF BUSINESS: MANAGEMENT OF A CONCENTRATED EQUITY PORTFOLIO; POSITION: COO, START DATE: 07/2020, HOURS SPENT PER MONTH: 160; HOURS SPENT DURING SECURITIES TRADING HOURS: 120 APPROX.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-26 |
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