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Marysville, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-02-07 |
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 |
|---|---|---|---|---|
| Us Navy | Oak Harbor | WA | 02/1994 | 08/2017 |
| Unemployment | Oak Harbor | WA | 09/2017 | 12/2017 |
| Axa Advisors, Llc | New York | NY | 01/2018 | 03/2019 |
| Anchor Capital Management | Oak Harbor | WA | 03/2019 | Present |
| Anchored Risk Management, Llc | Marysville | WA | 03/2022 | Present |
Anchored Risk Management, LLC; Investment Related; 1221 Second Street, Marysville, WA 98270; Fixed Insurance Sales; Owner/Agent; Start Date - March, 2022; Approx. 40 hours/month including 2 hours per day during trading hours. Sale of life insurance, long term care insurance, and/or disability income insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-06 |
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