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Current Employers
Investors Portfolio Services Llc

2832 South Meridian Suite 201, Puyallup, WA 98373 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-29
  • WA RA
    APPROVED
    Since 2025-07-29

Branch Locations

2832 South Meridian Suite 201, Puyallup, WA 98373 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concourse Financial Group Securities Inc. Seattle WA 08/2021 12/2021
Time Value Investments Seattle WA 10/2019 07/2020
Time Value Investments Seattle WA 05/2021 12/2021
Full Time Student Seattle WA 07/2011 06/2021
The Boeing Company Renton WA 06/2020 09/2020
Concourse Financial Group Securities Inc. Seattle WA 06/2021 07/2021
Russell Investments Implementation Services, Llc Seattle WA 02/2022 04/2025
Investors Portfolio Services Llc Puyallup WA 05/2025 Present
Concourse Financial Group Advisors Seattle WA 08/2021 12/2021
  • 08/2021 → 12/2021
    Concourse Financial Group Securities Inc.
    Seattle, WA
  • 10/2019 → 07/2020
    Time Value Investments
    Seattle, WA
  • 05/2021 → 12/2021
    Time Value Investments
    Seattle, WA
  • 07/2011 → 06/2021
    Full Time Student
    Seattle, WA
  • 06/2020 → 09/2020
    The Boeing Company
    Renton, WA
  • 06/2021 → 07/2021
    Concourse Financial Group Securities Inc.
    Seattle, WA
  • 02/2022 → 04/2025
    Russell Investments Implementation Services, Llc
    Seattle, WA
  • 05/2025 → Present
    Puyallup, WA
  • 08/2021 → 12/2021
    Concourse Financial Group Advisors
    Seattle, WA
Previous Registrations
  • 2021-08-13 → 2021-12-31
    Concourse Financial Group Securities, Inc.
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-29
S66 Uniform Combined State Law Examination 2021-08-13
  • S65 Uniform Investment Adviser Law Examination
    2025-07-29
  • S66 Uniform Combined State Law Examination
    2021-08-13
Other Names
  • Noah Fenz
  • Noah D Fenz

View on SEC IAPD

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