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2750 Ne 30Th Avenue, Portland, OR 97212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2022-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Financial Consultants | Portland | OR | 05/2015 | Present |
| Self Employed Real Estate Investor | Portland | OR | 09/2010 | Present |
My main business is fee-only financial planning. I hold an insurance license in Oregon and may recommend, on occasion, an insurance policy or policies that could result in me receiving a commission on those insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-16 |
| S66 | Uniform Combined State Law Examination | 2004-03-29 |
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