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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-21 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
2219 Rimland Drive Suite 405, Bellingham, WA 98226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truvestments Capital Llc | Sarasota | FL | 10/2024 | Present |
| Safstrom Cpa's & Advisors, Pllc | Bellingham | WA | 01/2023 | Present |
| Larson Gross | Bellingham | WA | 01/2003 | 01/2023 |
Safstrom CPAs & Advisors, PLLC, Tax Manager; Tax Preparation; 2219 Rimland Drive Suite 405 Bellingham, WA 98226; Not Investment Related; 1/2024, 60+ hours per month; 60+ during trading hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
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