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610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED | 2021-05-19 |
| WA | RA | APPROVED | 2017-04-20 |
Branch Locations
811 Sw 6Th Avenue Suite 1000, Portland, OR 97204 • United States
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 06/2009 | 11/2016 |
| Kms Financial Services, Inc | Seattle | WA | 04/2017 | 12/2017 |
| Unemployed | Vancouver | WA | 12/2016 | 02/2017 |
| First Pacific Financial, Inc. | Vancouver | WA | 03/2017 | Present |
| Johnson Bixby | Vancouver | WA | 06/2009 | 11/2016 |
1. Licensed Insurance Agent. Maintains an insurance license with applicable state insurance commissions. Not authorized to sell insurance products or receive any commissions or receive additional compensation for the sale of insurance products to clients of First Pacific Financial. Start date: 01/2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-22 |
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