Adam Timothy Wishard

Current Employers

First Pacific Financial, Inc.

610 Esther Street Suite 100, Vancouver, WA 98660 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-03-17
AK	RA	APPROVED	2024-03-12
TX	RA	APPROVED	2021-05-19
WA	RA	APPROVED	2016-08-31

OR RA
APPROVED

Since 2024-03-17
AK RA
APPROVED

Since 2024-03-12
TX RA
APPROVED

Since 2021-05-19
WA RA
APPROVED

Since 2016-08-31

Branch Locations

610 Esther Street Suite 100, Vancouver, WA 98660 • United States

811 Sw 6Th Ave Suite 1000, Portland, OR 97204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kms Financial Services Inc	Seattle	WA	05/2006	12/2017
First Pacific Financial	Vancouver	WA	08/2016	Present
First Pacific Financial	Vancouver	WA	02/2024	Present

05/2006 → 12/2017

Kms Financial Services Inc

Seattle, WA
08/2016 → Present

First Pacific Financial

Vancouver, WA
02/2024 → Present

First Pacific Financial

Vancouver, WA

Previous Registrations

2006-08-07 → 2017-12-31

Kms Financial Services, Inc.

Vancouver, WA

Other Businesses

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: 03/2013 2. Community Foundation For Southwest Washington. Not Investment Related. Washington. Finance Committee Member & Impact Investment Committee Member. Start Date: 02/2024. Less than 10% of time. 3. Lucky Gas Works. Not Investment Related. Seattle, Washington. Office Building Real Estate Rental. Owner. Less than 10% of time. 3. CASCADIA NOW. BOARD MEMBER. START DATE: 1/2023. LESS THAN 10% OF TIME. 4. OPB PLANNED GIVING ADVISORY COUNSEL. START DATE: 12/2025. NOT INVESTMENT RELATED. PORTLAND, OREGON. ADVISORY COUNCIL MEMBER. MEET SEMI-ANNUALLY TO DISCUSS PLANNED GIVING FOR OREGON PUBLIC BROADCASTING. 0 HOURS PER MONTH DURING SECURITIES TRADING. 1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING. 5. JTTD, LLC - NOT INVESTMENT RELATED - 610ESTHER STREET, SUITE 100, VANCOUVER, WA 98660 - COMMERCIAL OFFICE - PART OWNER - 2016 - 0-1 HRS/MO - 0 HRS/MO DURING TRADING HOURS - OWNER/MEMBER.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-01

S66 Uniform Combined State Law Examination

2006-06-01

Designations

View on SEC IAPD