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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-04-10 |
Branch Locations
600 University Street Suite 2800, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ra Bench, Inc. | Seattle | WA | 11/1999 | Present |
| Kibble & Prentice Holding Company | Seattle | WA | 03/2010 | 10/2016 |
| M Holdings Securities, Inc. | Portland | OR | 08/2010 | Present |
| Columbia Pacific Wealth Management | Seattle | WA | 05/2015 | 04/2022 |
| Pillar International Insurance Advisors, Llc | Seattle | WA | 10/2016 | Present |
1) Michael J. Snyder Trust; 03/15/2007; Trustee; Hold and Administer Trust Estate; Investment Related; 1 hour/month; 0 hours/month during business hours; No compensation. 2) Stephen S. Snyder Trust; 10/13/1999; Trustee; Hold and Administer Trust Estate; Investment Related; 1 hour/month; 0 hours/month during business hours; No compensation. 3) Two Belles Farm; 3276 Vichy Avenue, Napa, CA 94558; 10/01/2015; Member; Vineyard ?? grow and sell wine grapes; Not Investment Related; 10 hours/month; 0 hours/month during business hours; Proceeds from grape sales. 4) Pillar International Insurance Advisors; 601 Union Street, Suite 1501, Seattle, WA 98101; 10/16/2016; Principal; Insurance placement, securities sales (variable life); Investment Related; 150 hours/month; 150 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-29 |
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