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10000 Ne 7Th Ave Ste 330-I, Vancouver, WA 98685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-02-17 |
Branch Locations
10000 Ne 7Th Ave, Ste 330-I, Vancouver, WA 98685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hr Block | Vancouver | WA | 11/2014 | 04/2018 |
| Sfm Financial Advisors Llc | Vancouver | WA | 08/2016 | Present |
| Origin Financial Llc | San Francisco | CA | 10/2021 | 06/2022 |
SFM Financial Advisors LLC; Investment-Related; Vancouver, WA; Investment Adviser; Investment Adviser Representative; 08/2016; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-11 |
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