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1815 North 45Th Street Suite 105, Seattle, WA 98103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-08-28 |
Branch Locations
1815 North 45Th Street Suite 105, Seattle, WA 98103 • United States
4301 South Pine Street Suite 363, Tacoma, WA 98409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Financial Investments, Inc. | Tacoma | WA | 06/2017 | Present |
| Laken Investments Inc. | Tacoma | WA | 08/2016 | Present |
| Puget Sound Financial Strategies, Inc. | Tacoma | WA | 02/2023 | Present |
| Synergy Financial Management, Llc | Tacoma | WA | 05/2017 | 06/2017 |
| Sound Financial Strategies | Tacoma | WA | 07/1999 | Present |
| Aspire Capital Advisors Llc | Tacoma | WA | 08/2023 | Present |
Aspire Capital Advisors LLC; Tacoma, WA; Registered Investment Advisor; Investment Advisor Representative; Inv Rel; Started 08/2023. Sound Financial Investments, Inc.; Tacoma, WA; Registered Investment Advisor; Investment Advisor Representative/CCO/Managing Member; Inv Rel; Started 06/2017. Puget Sound Financial Strategies, Inc.; Tacoma, WA; Fixed Insurance Sales; Insurance Agent; Investment Related; Started 02/2023. LAKEN Investments, LLC; Tacoma, WA; Private Lending; Owner/Managing Member; Investment Related; Started 08/2016. Sound Financial Strategies; Tacoma, WA; Fixed Insurance Sales; Insurance Agent; Inv Rel; Started 07/1999.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-28 |
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