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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-24 |
| NV | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
| WA | RA | APPROVED | 2024-09-30 |
Branch Locations
32001 32Nd Ave South Suite 235, Federal Way, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-01 |
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