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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-30 |
Branch Locations
Federal Way, WA • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Kkbls Solutions, Llp | Federal Way | WA | 03/2013 | 05/2019 |
| Start It Labs, Llc | Seattle | WA | 06/2016 | 03/2017 |
| Aquilon,Llc | New York | NY | 12/2017 | 06/2018 |
| Monitor Mask, Inc. | Seattle | WA | 04/2017 | 08/2017 |
| Edward Jones | St.LOuis | MO | 05/2019 | 07/2024 |
| Early Stage Capitalization Partners | Seattle | WA | 03/2013 | 05/2019 |
| Wealth Strategies Northwest | Federal Way | WA | 08/2024 | Present |
| Concurrent Investment Advisors, Llc | Federal Way | WA | 05/2025 | Present |
| Sphinx Advisory Group | Federal Way | WA | 05/2025 | Present |
Sphinx Advisory Group; Investment Related: Yes; 425 SW 295th Pl, Federal Way, WA 98023; Support Company; Advisor; 05/22/25; 160 hours/month; 140 trading hours/month; DBA under name advisory business is conducted. Wealth Strategies Northwest; Investment Related: No; 425 SW 295th Pl, Federal Way, WA 98023, Support Company, Owner; 8/1/24; 0-1 hours/month; 0 trading hours/month; support company where production for advisory business is paid. Wealth Strategies Northwest Holdings, LLC. Investment Related. 1600B SW Dash Pt Rd, Box 300, Federal Way WA 98023. Less than1% of hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
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