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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-24
NV RA APPROVED 2024-09-30
TX RA APPROVED 2024-09-30
WA RA APPROVED 2024-09-30
  • AZ RA
    APPROVED
    Since 2025-03-24
  • NV RA
    APPROVED
    Since 2024-09-30
  • TX RA
    APPROVED
    Since 2024-09-30
  • WA RA
    APPROVED
    Since 2024-09-30

Branch Locations

32001 32Nd Ave South Suite 235, Federal Way, WA 98001 • United States

1445 Ross Ave Fl 55, Dallas, TX 75202 • 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
Crown Capital Securities Orange County CA 03/2006 08/2018
Jarvis Financial Services, Inc. Federal Way WA 08/2003 Present
Integrity Advisory Solutions Federal Way WA 09/2024 Present
  • 03/2006 → 08/2018
    Crown Capital Securities
    Orange County, CA
  • 08/2003 → Present
    Jarvis Financial Services, Inc.
    Federal Way, WA
  • 09/2024 → Present
    Federal Way, WA
Previous Registrations
Other Businesses

1. Deliver Massive Value LLC; not investment related; 10301 Mystic Ledge Ct, Las Vegas, NC 89149; Consulting and book writing; President; 06/01/2023; 20 hours per month; 20 hours during security hours; Consulting, speaking and content creation. 2. Retirement Tax Services; not investment related; 431 W 7th Ave #100, Anchorage, AK 99501; Advisor training on tax planning; Partner; 01/01/2021; 20 hours per month; 20 hours during security hours; Content creation and coaching. 3. Silverleaf Wealth Management; Investment Related; 12801 Pierce St #100, Omaha, NE 68144; DBA for securities; Advisor; 09/01/2024; 120 hours per month; 120 hours during security hours; Financial Advisor. 4. The Perfect RIA; Not investment related; 431 W 7th Ave #100, Anchorage, AK 99501; Coaching and consulting for financial advisors; Partner; 01/01/2018; 20 hours per month; 20 hours during security hours; Coaching and content creation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-01
  • S66 Uniform Combined State Law Examination
    2003-10-01
Designations

View on SEC IAPD

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