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610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-19 |
| WA | RA | APPROVED | 2026-01-08 |
Branch Locations
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Portland | OR | 01/2024 | 11/2025 |
| Ridge Athletic Club | Bozeman | MT | 01/2023 | 12/2023 |
| Washington State University | Pullman | WA | 08/2019 | 12/2022 |
| Cuna Mutual Group | Clackamas | OR | 06/2022 | 08/2022 |
| Seattle Boat Company | Bellevue | WA | 05/2017 | 09/2021 |
| Issaquah High School | Issaquah | WA | 09/2015 | 06/2019 |
| First Pacific Financial, Inc. | Vancouver | WA | 11/2025 | Present |
1. Licensed Insurance Agent; Investment related: Yes; This adviser maintain an insurance license with applicable state insurance commissions. However, he is not authorized to sell insurance products or received any commissions or additional compensation for the sale of insurance products to clients of First Pacific Financial.; 2025-12; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0 2. MOSS HOLDINGS LLC; NOT INVESTMENT RELATED; CAMAS, WASHINGTON; HOLDING COMPANY; OWNER; START DATE: 07/2026; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; OWNER OF HOLDING COMPANY FOR HOME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
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