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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2024-09-30 |
| WA | RA | APPROVED | 2024-09-30 |
Branch Locations
32001 32Nd Ave South Suite 235, Federal Way, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Insights Wealth Management | Tacoma | WA | 08/2018 | 09/2023 |
| Ubs | Chattanooga | TN | 11/2017 | 05/2018 |
| Student | Chattanooga | TN | 08/2014 | 11/2017 |
| Shilanski & Associates, Inc. | Anchorage | AK | 10/2023 | 03/2024 |
| Jarvis Financial Services, Inc. | Federal Way | WA | 10/2023 | Present |
| Integrity Advisory Solutions | Federal Way | WA | 09/2024 | Present |
1) Silverleaf Wealth Management; Investment Related; 12801 Pierce St., Suite 100, Omaha, NE 68144; DBA for securities; Investment Advisor Rep; 10/01/2023; 160 hours per month; 160 hours during security hours; Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-17 |
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