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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-12-02 |
| UT | RA | APPROVED | 2024-11-27 |
| MT | RA | APPROVED | 2023-09-28 |
| ID | RA | APPROVED | 2023-09-27 |
| OR | RA | APPROVED | 2023-09-22 |
| WA | RA | APPROVED | 2023-09-22 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 01/2022 | 08/2023 |
| Market Leader | Vancouver | WA | 12/2021 | 01/2022 |
| Wyndham Desitnations | Portland | OR | 10/2021 | 11/2021 |
| Heartland Payment Systems | Vancouver | WA | 08/2021 | 09/2021 |
| Greengro Biologicals | Windsor | CA | 01/2021 | 08/2021 |
| Pinnacle Pro Logistics | Vancouver | WA | 11/2020 | 12/2020 |
| Tradesmen International | Vancouver | WA | 12/2019 | 10/2020 |
| Dabella | Hillsboro | OR | 08/2019 | 11/2019 |
| Real Food Market And Deli | Helena | MT | 05/2019 | 08/2019 |
| Laurel Ford | Laurel | MT | 03/2019 | 04/2019 |
| Verizon Wireless | Helena | MT | 04/2014 | 01/2019 |
| Missionsquare Retirement | Washington | DC | 08/2023 | Present |
| Missionsquare Investment Services | Washington | DC | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-09 |
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