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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-15 |
| WA | RA | APPROVED | 2026-07-15 |
| OR | RA | APPROVED | 2026-05-20 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Filemaker | Santa Clara | CA | 02/2016 | 02/2018 |
| Self Employed | San Jose | CA | 02/2018 | 06/2019 |
| 4D Inc. | San Jose/Remote | CA | 06/2019 | 03/2025 |
| Self Employed | Grants Pass | OR | 03/2025 | 07/2025 |
| Self Employed | Grants Pass | OR | 07/2025 | 02/2026 |
| Park Avenue Securities | Lake Oswego | OR | 03/2026 | Present |
| Guardian Life Insuranc Company | Lake Oswego | OR | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
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