Melissa Laura Cournyer

Current Employers

Employment History

• 08/2013 → 08/2020
  Proequities Inc
  Gig Harbor, WA
• 05/2005 → 08/2020
  Bankers Life
  University Place, WA
• 07/2020 → 07/2025
  Integrated Wealth Concepts Dba Konvergent Wealth Partners
  Gig Harbor, WA
• 08/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2025 → Present
  Konvex Wealth
  Gig Harbor, WA

Previous Registrations

• 2018-04-04 → 2020-08-21
  Bankers Life Advisory Services, Inc.
  University Place, WA
  Chicago, IL

Other Businesses

1) C AND M COURNYER, LLC. NOT INVESTMENT RELATED. LOCATED AT 1709 155TH ST NW, GIG HARBOR WA 98332. PROPERTY RENTAL/REAL ESTATE BUSINESS. TITLE IS AGENT. STARTED 05/2020. 3 HRS/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO MANAGE A RENTAL PROPERTY/REAL ESTATE. 2)FIXED INSURANCE. NOT INVESTMENT RELATED. 3312 Rosedale St NW, Suite 102, Gig Harbor WA 98335. FIXED/TRAIDITIONAL INSURANCE. TITLE IS AGENT. STARTED 08/2020. 40 HRS/MO DEVOTED - 40 DURING TRADING. DUTIES ARE THE SALES OF FIXED/TRADITIONAL INSURANCE PRODUCTS. 3)KONVEX WEALTH INVESTMENT RELATED BUSINESS. LOCATED AT 3220 Rosedale St NW, Suite 200, Gig Harbor WA 98335. RIA BUSINESS. TITLE IS ADVISOR. STARTED 08/2020. 160 HRS/MO DEVOTED - 160 DURING TRADING. DUTIES ARE OWNER/ADVISOR FOR WEALTH MANAGEMENT FIRM. 4) 11/1/2021 - SECOND WIND OIB LLC - REAL ESTATE RENTAL - 364 E 2nd St. Ocean Isle Beach NC - NON-INV RELATED - 1 HOUR PER MONTH/0 HOURS DURING SECURITIES TRADING HOURS; Partial owner of rental property 5. 06/2023 - M&C COURNYER, LLC - REAL ESTATE RENTAL - OWNER - NON-INV RELATED - AT REPORTED LOCATION(S) - LESS THAN 1 HOUR PER MONTH/LESS THAN 1 HOUR PER SECURITIES TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2018-04-04
• S63 Uniform Securities Agent State Law Examination
  2014-01-22

Other Names

• Melissa Laura Ferguson