DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FIRST PACIFIC FINANCIAL, INC.
VANCOUVER, WA | PORTLAND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL, INC. | Independent wealth | Sep 1, 2016 | n/a | yes | VANCOUVER, WA|PORTLAND, OR | Current employment |
| KMS FINANCIAL SERVICES, INC | Former SEC adviser | Feb 16, 2012 | Dec 31, 2017 | no | VANCOUVER, WA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 3, 2005 | Feb 17, 2012 | no | VANCOUVER, WA|CLACKAMAS, OR|VANCOUVER, WA | Previous registration |
| DAN MARTIN DBA WESTSTAR FINANCIAL GROUP | n/a | Sep 7, 2000 | Dec 31, 2004 | no | VANCOUVER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KMS FINANCIAL SERVICES, INC | FIRST PACIFIC FINANCIAL, INC. | Dec 31, 2017 | Sep 1, 2016 | -486 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | KMS FINANCIAL SERVICES, INC | Feb 17, 2012 | Feb 16, 2012 | -1 | Firm change | Other |
| DAN MARTIN DBA WESTSTAR FINANCIAL GROUP | VOYA FINANCIAL ADVISORS, INC. | Dec 31, 2004 | Oct 3, 2005 | 276 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3866:284736:WA:2017-12-31 | Dec 31, 2017 | Sep 1, 2016 | VANCOUVER, WA | Firm change after gap |