Petros Panayotis Koumantaros

Current Employers

Employment History

• 06/2018 → Present
  Intellicents Investment Solutions, Inc.
  Tacoma, WA
• 12/2005 → Present
  Spectrum Pension Consultant, Inc.
  Tacoma, WA

Other Businesses

1. 2K Holdings, LLC, non-investment related business, 6402 19th Street West, Tacoma WA 98466; Owns and leases real estate. Relationship with the business member 2. GROUPIRA, Inc., investment-related business, 6402 19th Street West; fintech company based in Tacoma, WA operates a technology program and order routing system for IRA investors and investment advisers; Director 3. Spartan Ventures, LLC, non-investment related business, 6402 19th Street West, Tacoma WA 98466; holding company which invests in ordinary businesses; Member 4. Spectrum Pension Consultants, Inc. investment related business, 6402 19th Street West, Tacoma WA 98466; B2B consulting firm, which principally administers workplace retirement plans; Officer and Director 5. Incentive Benefits, Inc, 911 E Colorado Blvd # 250, Pasadena, CA; administrative services provider for workplace retirement plans based in Pasadena, CA; shareholder, member Board of Director and Corporate Officer 6. Integrity Pensions Services, LLC, 6402 19 Street West, Tacoma, WA 98466; administrative services provider for workplace retirement plans based in Las Vegas, NV; Equity partner 7. Pro-TPA, LLC, 6402 19th Street West, Tacoma, WA 98466; administrative services provider and record keeper of 401(k) plans in Mansfield, OH; Equity partner 8. Seattle Rotary Boys & Girls Club, 201 19th Ave. Seattle, WA 98122. non-investment related; Advisory Board Member; Non-profit organization. Start date: 2013. Hours devoted will vary may take place during securities trading hours Participant in advisory board meetings, support fundraising and help organization become successful 9. Pano Koumantaros Cancer Research Fund, 6402 19th Street West, Tacoma WA 98466; non-investment related; Director; Non-profit organization. Start date: 2006. Hours devoted will vary may take place during securities trading hours. Participant to support programs, provide opinions on grant decisions and support fundraising efforts. 10. Qualified Pension Consultants, inc.,investment-related business, 6402 19th Street West, Tacoma WA 98466; Shareholder & Director; Administrative services provider for workplace retirement plans 11.St. Joseph School of Seattle, 700 18th Ave E, Seattle, WA 98112; non-investment related; Non-Profit Organization. Position: Exploratory Program Financial Literacy Instructor to 7th and 8th grade students. Start Date: November 2022. 6 hours devoted will take place after trading hours 10. Washington Saves Governing Board, investment related, Government Board, Board Member Representing the Securities Industry; 12/16/2025, 10 hours/month, 0 hours during securities trading hours, sole responsibility for contracting w/outside firms to provide investment management for program funds and manage performance of investment managers under those contracts 11. Electric Solidus, Inc. dba Swan Bitcoin; investment related; 26565 W. Agoura Rd, Suite 200, Calabasas, CA 91302; Bitcoin Financial Services Company; Advisor; 5/13/2025; 4 hours/month; 0 hours during securities trading hours; advise and consult with company, independent contractor

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-04