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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-18 |
Branch Locations
15406 Meridian East Suite 205, 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 | Puyallup | WA | 02/2024 | Present |
| Mission Focused Financial, Llc | Puyallup | WA | 12/2017 | Present |
| United States Army | Arlington | VA | 08/1993 | 09/2018 |
1. Mission Focused Financial, LLC; investment related; 15406 Meridian E Suite 205 Puyallup, WA 98375; Fixed insurance; Co-Owner; 09/01/2017; 130 hours per month; 90 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; 01/20/2024; 0 hours per month; 0 hours during securities hours; DBA for securities business. IAR responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-17 |
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