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Andrew David Mirkovich

Portfolio Strategies Inc

Sammanish, WA

Tacoma, WA

CRD 2204828

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Employer firm

Portfolio Strategies Inc CRD 104685

$50.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Portfolio Strategies Inc

621 Pacific Avenue Suite 15, Tacoma, WA 98402 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2014-12-04
  • WA RA
    APPROVED
    Since 2014-12-04

Branch Locations

Sammanish, WA • United States

621 Pacific Avenue Suite 15, Tacoma, WA 98402 • 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
Portfolio Strategies Inc Tacoma WA 07/2014 Present
Previous Registrations
  • 2003-05-30 → 2014-12-31
    Purcell Advisory Services, Llc
    Tacoma, WA
  • 1992-02-27 → 2010-03-25
    Portfolio Strategies Inc
    Tacoma, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-12-26
  • S63 Uniform Securities Agent State Law Examination
    1991-12-26

View on SEC IAPD

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