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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-20 |
Branch Locations
141 S Main St Suite B, Montesano, WA 98563 • United States
405 W Heron Street, Aberdeen, WA 98520 • 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 |
|---|---|---|---|---|
| D.A. Davidson & Co. | Aberdeen | WA | 11/1997 | 01/2018 |
| Kestra Investment Services, Llc | Aberdeen | WA | 01/2018 | 04/2022 |
| Kestra Private Wealth Services | Aberdeen | WA | 01/2018 | 04/2022 |
| Osaic Wealth, Inc. | Aberdeen | WA | 04/2022 | Present |
| Harbor Investment Advisors | Aberdeen | WA | 02/2022 | Present |
HARBOR INVESTMENT ADVISORS POSITION: Insurance agent NATURE: LLC - active LLC, but not being used at this timeSole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/10/1982 ADDRESS: 405 W. Heron St., Aberdeen WA 98520, United States DESCRIPTION: Retail annuity business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-26 |
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