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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-23 |
| TX | RA | APPROVED_RES | 2023-03-20 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
5515 Steilacoom Blvd Sw Suite 121, Lakewood, WA 98499 • 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 |
|---|---|---|---|---|
| Waddell & Reed | Tacoma | WA | 09/2016 | 07/2017 |
| The Way Consulting | Gig Harbor | WA | 02/2016 | 03/2023 |
| Waddell & Reed Inc | Tacoma | WA | 09/2016 | 07/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Tacoma | WA | 04/2017 | 07/2017 |
| Edward Jones | St Louis | MO | 07/2017 | 03/2023 |
| Kestra Investment Services, Llc | Lakewood | WA | 03/2023 | Present |
| Kestra Advisory Services, Llc | Lakewood | WA | 03/2023 | Present |
NAME: ELWIS JOHNSON POSITION: Owner NATURE: Renting vehicles INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 1420 N Baltimore St, Tacoma WA 98406, United States DESCRIPTION: clean & service vehicles. NAME: OMEGA PSI PHI FRATERNITY INC. XAA CHAPTER POSITION: Chapter President NATURE: charitable service INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: po box 7727, Tacoma WA 98417, United States DESCRIPTION: Lead monthly meetings and community service activities as they are needed. Public speaking and mentoring to youth in my community NAME: SOUTH SOUND NETWORKING POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2026 ADDRESS: 10115 S Tacoma Way, Lakewood WA 98499, United States DESCRIPTION: we meet the 2nd, 3rd, and 4th Wednesday for lunch and in case the president is not able to attend, I will run the meeting. NAME: JT RESERVE POSITION: Owner NATURE: Cigar production and distribution INVESTMENT RELATED: No # OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 12/15/2025 ADDRESS: 1420 N Baltimore St, Tacoma WA 98406, United States DESCRIPTION: creating relationships with vendors and introducing the brand to consumers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-04 |
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