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2832 South Meridian Suite 201, Puyallup, WA 98373 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-26 |
| WA | RA | APPROVED | 2017-06-27 |
Branch Locations
2832 South Meridian Suite 201, Puyallup, WA 98373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | El Segundo | CA | 01/2016 | 09/2016 |
| United Planners Financial Services | Scottsdale | AZ | 09/2016 | 02/2020 |
| Investors Portfolio Services | Puyallup | WA | 01/2016 | 06/2017 |
| Kiwanis Club Of Puyallup Foundation Board | Puyallup | WA | 10/2016 | Present |
| Investors Portfolio Services | Puyallup | WA | 06/2017 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 03/2020 | 01/2024 |
| Tjb Advisory Llc | Puyallup | WA | 10/2024 | Present |
| Elite Bowman Properties Llc | Puyallup | WA | 11/2022 | Present |
1) KIWANIS CLUB OF PUYALLUP FOUNDATION BOARD - Treasurer - Act as treasurer of the board of directors for the Kiwanis Club of Puyallup Foundation - NOT INVESTMENT RELATED - 10/13/2016 - Puyallup WA 2) TJB ADVISORY LLC - owner - holding company - not investment related - 10/10/2024 - Puyallup WA 3)Elite Bowman Properties LLC - Owner - Rental Property - not investment related; 11/2022 - Puyallup WA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-09 |
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