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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-04 |
| WA | RA | APPROVED | 2023-10-30 |
Branch Locations
3100 Nw Bucklin Hill Rd Ste 115, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Futurity First | Federal Way | WA | 10/2015 | 07/2018 |
| Aaa Of Washington Insurance Agency | Seattle | WA | 08/2018 | 02/2019 |
| Aig Capital Services, Inc. | Brentwood | TN | 03/2019 | 02/2021 |
| Prudential Insurance Company Of America | Fox Island | WA | 02/2021 | 07/2023 |
| Independent Administrative Services, Llc | Clearwater | FL | 07/2023 | 09/2023 |
| Sayrus Equity Services, Llc | Hartford | CT | 07/2023 | 09/2023 |
| Matt Sawan & Karen Barrett Rental Houses | Fox Island | WA | 03/2005 | 09/2023 |
| Edward Jones | St Louis | MO | 09/2023 | Present |
Rental properties Fox Island, WA Start date: 3/1/2008 Owner with my spouse Hours per week: 1 Hours during trading: 1 Desc: Manage and maintain 2 single family rental houses and 1 office condo. All on multi year leases. Speaking Engagements Fox Island, WA Start date: 12/2/2025 Presenter Hours per week: 4 Hours during trading: 4 Desc: Conduct financial education workshops on behalf of balancinglifeissues.com as a contracted presenter of their material. Opportunities will be sporadic and on an as needed basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-26 |
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