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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-05 |
Branch Locations
15406 Meridian East Suite 206, Puyallup, WA 98375 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Advisory Solutions | Burlington | NC | 02/2004 | Present |
| Sag 153 | Tampa | FL | 09/2018 | 12/2020 |
| United States Army | Fort Liberty | NC | 08/1992 | 01/2018 |
| The Bules Group | Puyallup | WA | 07/2017 | Present |
1. The Bules Group; Investment related; 151 NE St Rte St 300 Suite B Belfair, WA 98528; LLC for DBA and office rental space; Managing Member; 07/01/2017; 0 hours per month; 0 hours during trading hours; LLC for DBA and office rental space 2. National Agent Alliance; Investment related; 1214 Turrentine St Burlington, NC 27215; Fixed insurance & annuity sales; Agent; 05/18/2015; 20 hours per month; 0 hours during trading hours; Fixed insurance & annuity sales 3. Bules Farms, LLC; Not investment related; 19327 Co Rd 74 Peetz, CO 80747; Farming; Manager; 01/01/2021; 2 hours per month; 1 hour during trading hours; Farming is hired out in crop share fashion so there are minimal requirements and duties. 4. Integrated Trust Systems; not investment-related; 15406 Meridian E, Ste. 205, Puyallup, WA; Estate planning consultation and program enrollment; Estate Planning Advisor; 01/01/2024; 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 | 2024-02-07 |
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