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610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED_RES | 2021-05-19 |
| WA | RA | APPROVED | 2016-09-01 |
Branch Locations
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
811 Sw 6Th Ave Suite 1000, Portland, OR 97204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 01/2016 | 12/2017 |
| First Pacific Financial | Vancouver | WA | 01/2016 | 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: 01/2015. 2. Lucky Gas Works. Not investment related. Vancouver, Washington. Real estate ownership. Start date: 04/2022. Less than 10% of time. 3. OPB. NOT INVESTMENT RELATED. PORTLAND, OREGON. START DATE: 12/2025MEMBER OF THE PLANNED GIVING ADVISORY COUNSEL. 2% OF TIME DURING SECURITIES TRADING HOURS. 6% OF TIME OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-11 |
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