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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-05-04 |
Branch Locations
1 Market Street 36 Floor, San Francisco, CA 94105 • United States
650 Ne Holladay Street Suite 1600, Portland, OR 97232 • United States
2565 West Maple Rd, Troy, MI 48084 • United States
10510 Northup Way Suite 150, Kirkland, WA 98033 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate Transition Solutions, Llc | Kirkland | WA | 11/2016 | Present |
| Pricewaterhousecoopers | San Jose | CA | 10/2015 | 10/2016 |
| Concorde Asset Management, Llc | Livonia | MI | 01/2021 | 04/2021 |
| Aurora Securities Inc. | Kirkland | WA | 04/2021 | Present |
| Secure Asset Management Llc | Kirkland | WA | 04/2021 | Present |
1) Real Estate Transition Solutions, LLC., 10510 Northup Way, Suite 150, Kirkland, WA 98033. Investment Related. Partner, real estate consultancy company that advises property owners through the transition and restructuring of their real estate holdings. My title with the company is Partner and Chief Strategist and I oversee marketing, process, and client tracking. I began working for RETS in October 2016 and spend approximately 30 hours a week working for RETS. Of these ~30 hours, ~25 of these hours occur during security trading hours. 2) Austin & Carson Bowlin TIC - Rental House. This is an investment related activity regarding rental properties. Co-Owner Located at: 325 S. 1st Street, Chelan, WA 98816. 1-5 hours/month during business hours, 1-5 hours/month outside business hours. 4) Secure Asset Management, LLC. Investment related. Kirkland, WA. Investment Advisor Representative. Start date: May 2021. Part time during trading hours. 5) Riverwalk Two LLC, Member & Riverwalk Three LLC, and Riverwalk Four LLC, Member, 9/2021, real estate ownership, 1 hour/month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-11 |
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