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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-09-06 |
Branch Locations
1211 Sw 5Th Avenue, Portland, OR 97204 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson, Glaze & Co., Pc | Salem | OR | 01/2003 | 03/2018 |
| Jgc Wealth Management, Llc | Salem | OR | 11/2012 | 03/2018 |
| Keybank | Corvallis | OR | 11/2018 | 12/2021 |
| Unemployed | Independence | OR | 03/2018 | 11/2018 |
| Key Investment Services | Corvallis | OR | 06/2019 | 12/2021 |
| Focus Partners Wealth, Llc | Portland | OR | 08/2024 | Present |
| Central Willamette Credit Union | Salem | OR | 03/2022 | 08/2024 |
| Unemployed | Salem | OR | 01/2022 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-19 |
| S66 | Uniform Combined State Law Examination | 2001-03-10 |
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