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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-16 |
| CO | RA | APPROVED | 2025-07-23 |
| WA | RA | APPROVED | 2023-08-25 |
Branch Locations
15406 Meridian St E Suite 205, Puyallup, WA 98375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Agent | Puyallup | WA | 08/2016 | 08/2023 |
| Burlington Alliance Capital Management | Burlington | NC | 08/2023 | 08/2023 |
| Integrity Advisory Solutions, Llc | Puyallup | WA | 09/2023 | Present |
1. Mission Focused Financial, LLC; not investment related; 15406 Meridian E Suite 205 Puyallup, WA 98375; Fixed insurance; Co-Owner; 07/01/2016; 35 hours per month; 20 hours during securities hours; Co-owner of our insurance agency providing life, health, & annuity products as well as various other forms of insurance and estate planning products. 2. Mission Focused Capital Management, LLC; investment related; 1819 21st Ave SE Puyallup, WA 98372; DBA for securities business; Co-Owner; 04/01/2024; 160 hours per month; 160 hours during securities hours; DBA for securities business. IAR responsibilities. 3. Integrated Trust Systems; not investment related; 15406 Meridian E, Suite 205, Puyallup, WA 98375; Estate Planning Consultation and Program Enrollment; Estate Planning Advisor; 15 hours per month; 7 hours during securities trading hours; Estate Planning Consultation and Program Enrollment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-10 |
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