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Patricia Lynn Spies

Johnson Bixby

Vancouver, WA

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Current Employers
Johnson Bixby

275 West Third Street Suite 600, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-16
  • WA RA
    APPROVED
    Since 2020-10-16

Branch Locations

275 West Third Street Suite 600, Vancouver, WA 98660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Bixby & Associates, Llc Vancouver WA 01/2017 10/2020
Oregon State University Corvallis OR 06/2015 12/2016
Kms Financial Services, Inc. Seattle WA 01/2018 11/2020
Johnson Bixby & Associates Llc Dba Johnson Bixby Vancouver WA 10/2020 Present
Securities America, Inc. Vancouver WA 11/2020 08/2022
Private Client Services Vancouver WA 08/2022 Present
  • 01/2017 → 10/2020
    Johnson Bixby & Associates, Llc
    Vancouver, WA
  • 06/2015 → 12/2016
    Oregon State University
    Corvallis, OR
  • 01/2018 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 10/2020 → Present
    Johnson Bixby & Associates Llc Dba Johnson Bixby
    Vancouver, WA
  • 11/2020 → 08/2022
    Securities America, Inc.
    Vancouver, WA
  • 08/2022 → Present
    Private Client Services
    Vancouver, WA
Previous Registrations
  • 2018-01-10 → 2020-11-05
    Kms Financial Services, Inc.
    Vancouver, WA
Other Businesses

1) JOHNSON BIXBY & ASSOCIATES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. RIA. 173 HRS/MO; 80 DURING TRADING HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25
Designations
Other Names
  • Patricia Lynn Young

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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