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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-26 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 11/2017 | Present |
| Roadmap4Retirement | Renton | WA | 06/1986 | Present |
| New Life Church @ Renton, Inc. | Renton | WA | 12/2004 | Present |
The Name of the other business: Roadmap4Retirement Investment Related?: Yes Address of other business: Renton, WA Nature of other business: Insurance Your position: Broker Start Date: 06/1986 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 160 Briefly describe your duties: Providing insurance-based solutions for clients (life, disability, long-term care, annuities, group medical), with emphasis on pre-retirees & retirees The Name of the other business: New Life Church @ Renton, Inc. Investment Related?: No Address of other business: Renton, WA Nature of other business: Church Your position: Service Director Start Date: 12/2004 How many hours you devote to the other business per month: 38 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Direct (video) image magnification for services at my church; also involves volunteer training, service & tech preparation, assist with volunteer scheduling.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-20 |
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