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Lake Oswego, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
| OR | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnstone Financial Advisors, Inc. | Center | TX | 05/2009 | 12/2021 |
| Miracle Mile Advisors, Llc | Lake Oswego | OR | 07/2021 | 02/2023 |
| Johnstone Brokerage Services, Llc | Lake Oswego | OR | 05/2009 | 12/2021 |
| Wells Fargo Advisors Financial Network, Llc | Lake Oswego | OR | 05/2009 | 01/2017 |
| Purshe Kaplan Sterling Investments | Lake Oswego | OR | 01/2017 | 11/2018 |
| Cantella & Co., Inc. | Lake Oswego | OR | 11/2018 | 08/2019 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island | WA | 02/2023 | 03/2026 |
| Mar Financial | Lake Oswego | OR | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-05 |
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