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1506 East First Street, Port Angeles, WA 98362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-12 |
| OR | RA | APPROVED | 2019-11-27 |
Branch Locations
1506 East First Street, Port Angeles, WA 98362 • United States
1220 Main Street Suite 400, Vancouver, WA 98660 • United States
1220 Main Street Suite 400, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-07-18 |
| TX | RA | APPROVED_RES | 2018-05-08 |
| OR | RA | APPROVED | 1988-04-18 |
Branch Locations
1220 Main Street Suite 400, Vancouver, WA 98660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sloy, Dahl & Holst, Llc | Vancouver | WA | 04/1988 | Present |
| Smart Investors, Llc | Roseville | CA | 01/2017 | 08/2022 |
| Hallett Investments, Llc | Port Angeles | WA | 10/2019 | Present |
| Holst Holdings, Inc. | Portland | OR | 12/2018 | Present |
Holst Holdings, Inc. 100% owner, Vancouver, WA. Holding Company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-25 |
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