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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED | 2024-01-31 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
4949 Meadows Road Suite 400, Lake Oswego, OR 97224 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bikram Yoga Greater Portland | Portland | OR | 05/2013 | Present |
| Wells Fargo Advisors, Llc | Portland | OR | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 02/2015 | 11/2022 |
| Steward Partners Global Advisory, Llc | Lake Oswego | OR | 01/2024 | Present |
| Steward Partners Investment Solutions, Llc | Lake Oswego | OR | 01/2024 | Present |
| Steward Partners Investment Advisory, Llc | Lake Oswego | OR | 01/2024 | Present |
1. Alchemy by Amelia; Health and Wellness; Portland, OR; Helping people obtain health wellness; 10/31/2024; ~10 hrs/mo; 0 hrs during trading hours; not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-11 |
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