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2832 South Meridian Suite 201, Puyallup, WA 98373 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-29 |
Branch Locations
2832 South Meridian Suite 201, Puyallup, WA 98373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
| S66 | Uniform Combined State Law Examination | 2021-08-13 |
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