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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-05-24 |
Branch Locations
650 Ne Holliday Drive Suite 1600, Portland, OR 97232 • United States
1 Market Street 36Th Floor, San Francisco, CA 94105 • United States
10510 Northup Way Suite 150, Kirkland, WA 98033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Bookwalter Winery | Richland | WA | 07/2017 | 07/2018 |
| Washington State University | Pullman | WA | 08/2013 | 05/2017 |
| Voya Financial Advisors | Bellevue | WA | 07/2018 | 05/2019 |
| Real Estate Transition Solutions | Kirkland | WA | 07/2019 | Present |
| Concorde Investment Services, Llc | Livonia | MI | 03/2020 | 04/2021 |
| Concorde Asset Management, Llc | Livonia | MI | 03/2020 | 04/2021 |
| Aurora Securities Inc | Kirkland | WA | 07/2019 | Present |
| Secure Asset Management, Llc | Kirkland | WA | 07/2019 | Present |
1) Real Estate Transition Solutions, Investment related, Start date: July 2019, Kirkland, WA, Position: Analyst, Duties: Financial and research analyst, 1031 Exchanges, DST Recommendations. Full time during trading hours. 2) Secure Asset Management, LLC, Investment related, Start date: March 2020, Registered Assistant for Investment Advisory related activities. 1-5 hours/month during business hours. 3) Armstrong Capital LLC, Start date 12/2024; Position: Owner; Account and entity set up for business expenses. Approx. 1-2 hours during business and/or trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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