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Lacey, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 1995-10-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Quantum Solutions Inc | Lacey | WA | 03/1995 | Present |
| Signator Investors, Inc. | Lafayette | CA | 05/2016 | 06/2018 |
| Northwest Investment Advisors, Inc. | Spokane | WA | 05/2018 | Present |
1) QUANTUM SOLUTIONS, INC (RIA). 9119 CLASSIC DRIVE NE, LACEY, WA 985I6. PRESIDENT, CEO. INVESTMENT ADVISOR REP - FINANCIAL PLANNING, INVESTMENT MGMT FOR INDIVIDUALS, BUSINESS AND ESTATE PLANNING, RETIREMENT PLAN INVESTMENT RELATED SERVICES. 30 TO 40 HRS/WEEK 2) INGERSOLL & ASSOC - DBA WASHINGTON BROKERAGE, SEATTLE, WA. SELLS FIXED LIFE AND HEALTH INSURANCE, 10 TO 20 HRS/MO, START 12/2009, 3) INDEPENDENT SALES REP APPROVED TO OFFER LIFE SETTLEMENTS ON A CASE-BY-CASE BASIS, INVESTMENT-RELATED, START 07/2010. 4) NORTHWEST INVESTMENT ADVISORS, SPOKANE, WA, REGISTERED REPRESENTATIVE, SELLS POOLED INVESTMENTS, VARIABLE LIFE AND VARIABLE ANNUITIES, 10 TO 2O HRS/MO. START APRIL 2018.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-23 |
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