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805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-02 |
| WA | RA | APPROVED | 2021-08-02 |
Branch Locations
805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 10/2015 | 04/2019 |
| Mariner Wealth Advisors | Bellevue | WA | 04/2019 | 07/2021 |
| Ferguson Wellman Capital Management, Inc. | Portland | OR | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
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