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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-01-05 |
Branch Locations
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Town And Country, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Investors Securities Corp. | Bethlehem | PA | 04/2010 | 05/2018 |
| Diversified Investment Advisors | Bethlehem | PA | 03/2010 | 05/2018 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 05/2018 | 04/2021 |
| Stancorp Equities, Inc. | Portland | OR | 04/2021 | Present |
In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS") and an investment adviser representative of StanCorp Investment Advisers, Inc. ("SIA"). RR is also an insurance producer appointed with Standard Insurance Company (SIC). SEI, SIA, SRS, and SIC are subsidiaries of Standard Financial Group ("The Standard") and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of her time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third-party retirement plan service providers, including broker-dealers and investment advisers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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