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11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| AZ | RA | APPROVED | 2023-09-27 |
| ID | RA | APPROVED | 2023-06-26 |
| TX | RA | APPROVED | 2023-06-26 |
| WA | RA | APPROVED | 2023-06-26 |
Branch Locations
11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Solution Inc. | Redmond | WA | 08/2015 | 05/2023 |
| Retirement Income Solutions Inc. | Redmond | WA | 08/2015 | 12/2017 |
| Spg Advisors Llc | Kirkland | WA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-10 |
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