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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-21 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
1201 Second Avenue Suite 900, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safstrom & Company, P.S. | Seattle | WA | 06/1980 | 10/2017 |
| Cambridge Investment Research Inc. | Fairfield | IA | 02/2013 | 11/2017 |
| Financial Planners Northwest, Inc. | Portland | OR | 06/2017 | 11/2017 |
| Ameriprise Financial Advisors Inc. | Seattle | WA | 11/2017 | 02/2022 |
| Truvestments Capital Llc | Sarasota | FL | 10/2024 | Present |
| Safstrom & Company, Ps | Seattle | WA | 12/1982 | 12/2023 |
| Safstrom Cpa's & Advisors, Pllc | Seattle | WA | 01/2024 | Present |
Safstrom CPAs & Advisors, PLLC, President & CPA; Tax Preparation; 1201 Second Avenue, Suite 900, Seattle, WA 98101; Not Investment Related; 1/2024, 60+ hours per month; 60+ during trading hours/month Puget Sound Realty Advisors, LLC; Designated Broker/LLC Member; Commercial Property Management; 1201 Second Avenue, Suite 900, Seattle, WA 98101; Not Investment Related; 9/2000; 5 hours per month; 5 during trading hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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