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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-10-23 |
Branch Locations
15820 Se Happy Valley Town Center Dr , Happy Valley, OR 97086 • United States
10301 Se Stark St, Portland, OR 97216 • United States
14011 Ne 10Th Ave, Vancouver, WA 98685 • United States
107 W. Main St., Battle Ground, WA 98604 • United States
1934 Columbia Blvd., St. Helens, OR 97051 • United States
681 South Market Blvd, Chehalis, WA 98532 • United States
1205 Broadway, Vancouver, WA 98660 • United States
100 Se 192Nd Ave, Vancouver, WA 98683 • United States
7405 Sw Barbur Blvd, Portland, OR 97219 • United States
3475 Sw Cedar Hills Blvd., Beaverton, OR 97005 • United States
16100 Sw Tualatin-Sherwood Rd, Sherwood, OR 97140 • United States
200 Ne 78Th Street, Vancouver, WA 98665 • United States
6712 Ne 63Rd St, Vancouver, WA 98661 • United States
1715 Ne 33Rd Ave, Portland, OR 97212 • United States
13215 Se Mill Plain Blvd, Suite E, Vancouver, WA 98684 • United States
7515 E. Mill Plain Blvd, Vancouver, WA 98664 • United States
14315 Ne Fourth Plain Blvd, Vancouver, WA 98682 • United States
947 Sw Broadway, Portland, OR 97205 • United States
442 Baseline St, Cornelius, OR 97113 • United States
14700 Se Division St., Portland, OR 97236 • United States
2714 N. Lombard Street, Portland, OR 97217 • United States
14700 Sw Teal Blvd, Beaverton, OR 97007 • United States
13645 Nw Cornell Rd, Portland, OR 97229 • United States
4333 Ne Sandy Blvd., Portland, OR 97213 • United States
1515 Ne 112Th Ave., Portland, OR 97220 • United States
2364 W. Burnside Street Ste E1, Portland, OR 97210 • United States
7320 Ne Butler Street, Hillsboro, OR 97124 • United States
600 Triangle Shopping Center, Suite 200, Longview, WA 98632 • United States
733 "E" Street, Washougal, WA 98671 • United States
1035 Nw Lovejoy St, Portland, OR 97209 • United States
2115 Se Tualatin Valley Hwy, Hillsboro, OR 97123 • United States
3410 N Williams Ave, Portland, OR 97227 • United States
3902 S.E. Hawthorne Blvd, Portland, OR 97214 • United States
11190 Ne Evergreen Pkwy, Hillsboro, OR 97006 • United States
7515 Sw Barnes Rd Ste 105, Portland, OR 97225 • United States
11602 Ne 119Th St, Vancouver, WA 98662 • United States
8275 Sw Beaverton-Hillsdale Hwy, Portland, OR 97225 • United States
12100 Sw Scholls Ferry Rd, Tigard, OR 97223 • United States
4732 Nw Bethany Blvd, Suite G-1, Portland, OR 97229 • United States
900 Se 11Th Ave, Unit 2, Portland, OR 97214 • United States
15820 Se Happy Valley Town Center, Happy Valley, OR 97086 • 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 | 06/2007 | 06/2019 |
| Morgan Stanley | Portland, | OR | 06/2019 | 03/2024 |
| J.P. Morgan Securities Llc | Lake Oswego | OR | 10/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Lake Oswego | OR | 09/2024 | Present |
| Bank Of America | Seattle | WA | 06/2007 | 06/2019 |
| Unemployed | Happy Valley | OR | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-14 |
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