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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-11 |
Branch Locations
5300 Sw Meadows Road Suite 300, Lake Oswego, OR 97035 • United States
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
450 Country Club Rd Suite 340, Eugene, OR 97401 • United States
830 Alder Creek Drive, Medford, OR 97504 • United States
600 Sw Columbia, Ste 6200, Bend, OR 97702-3177 • United States
225 108Th Avenue Ne Suite 800, Bellevue, WA 98004 • United States
5300 Meadows Rd Suite 300, Lake Oswego, OR 97035-3229 • United States
760 Sw 9Th Ave Suite 2450, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Investment Management Usa Inc | Boston | MA | 06/2012 | 06/2024 |
| Ubs Financial Services Inc. | Portland | OR | 06/2024 | Present |
1) Idaho Property - Bodhi Valley 20 LLC; Seattle, WA; Investment Property; Real Estate; Investment; Land Owner; Land Ownership; Start date: 7/1/2021 /// 2) Bodhi Valley 16 LLC; Ashland, OR; Real Estate; Rental Property; Rental Property Owner; Pay the Property Manager; Start date: 7/13/2023 /// 3) Property in Idaho - Bodhi Valley 34 LLC; Seattle, WA; Real Estate; Investment Property; Property Owner; No active duties; Start date: 7/1/2021 /// 4) Shasta Holdings LLC; Portland, OR; Real Estate; Rental Property; Rental Property Owner; Pay the property manager; Start date: 6/1/2010 5) Clarkson St Ste 203 Denver CO, United States, Rental Property, Real Estate, Owner of Rental Property Managed by Outside Manager, Pay the property manager, start date-6/1/2006,Denver Rental Property Investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-30 |
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