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3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-02-21 |
Branch Locations
3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-10-17 |
Branch Locations
3312 Rosedale Street Nw Suite 201, Gig Harbor, WA 98335 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • 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 |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 03/2015 | 01/2017 |
| Sowell Financial Services, Llc | North Little Rock | AR | 09/2016 | Present |
| Lighthouse Wealth Strategies | Gig Harbor | WA | 10/2016 | Present |
1) OLYMPIC GROWTH INVESTMENT GROUP;REAL ESTATE PARTNERSHIP;7646 CHICO WAY NW, BREMERTON, WA 9831;PARTNER;SINCE 1990;APPROX 1 HRS/MO 2) PACIFIC ASSOCIATION;COMMERCIAL BUILDING;5TH & PACIFIC, BREMERTON, WA 98510;PARTNER;SINCE 1990;APPROX 1 HRS/MO 3) Lighthouse Wealth Strategies LLC, Position: Investment Advisor, Since 2/2019, Investment related, 3312 Rosedale St NW, Ste 201 Gig Harbor WA, Compensation: Investment advisor fees, 5 hours per month, no hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-19 |
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