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Fiona Capell

Blue Anchor Wealth Advisors, LLC

Bend, OR

Ketchikan, AK

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Current Employers
Blue Anchor Wealth Advisors, Llc

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-14
AK RA APPROVED 2024-07-09
CA RA APPROVED 2024-07-09
CO RA APPROVED 2024-07-09
OR RA APPROVED 2024-07-09
WA RA APPROVED 2024-07-09
  • TX RA
    APPROVED
    Since 2024-10-14
  • AK RA
    APPROVED
    Since 2024-07-09
  • CA RA
    APPROVED
    Since 2024-07-09
  • CO RA
    APPROVED
    Since 2024-07-09
  • OR RA
    APPROVED
    Since 2024-07-09
  • WA RA
    APPROVED
    Since 2024-07-09

Branch Locations

790 Sw Industrial Way Suite # 100, Bend, OR 97702 • United States

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • 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
Blue Anchor Wealth Advisors Bend OR 01/2024 Present
Rover Bend OR 08/2023 01/2024
Mysteries Inc. Seattle WA 06/2022 07/2023
Recapped New York NY 01/2022 06/2022
Sam's Tavern Redmond WA 10/2018 12/2020
Preservation Kitchen Bothell WA 03/2014 10/2018
Sino-Us Corporate Services Bellevue WA 12/2020 01/2022
  • 01/2024 → Present
    Blue Anchor Wealth Advisors
    Bend, OR
  • 08/2023 → 01/2024
    Rover
    Bend, OR
  • 06/2022 → 07/2023
    Mysteries Inc.
    Seattle, WA
  • 01/2022 → 06/2022
    Recapped
    New York, NY
  • 10/2018 → 12/2020
    Sam's Tavern
    Redmond, WA
  • 03/2014 → 10/2018
    Preservation Kitchen
    Bothell, WA
  • 12/2020 → 01/2022
    Sino-Us Corporate Services
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-07-02

View on SEC IAPD

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Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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