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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services | Seattle | WA | 11/2006 | 04/2017 |
| Principal Life Insurance | Seattle | WA | 11/2006 | 04/2017 |
| American United Life | Bellevue | WA | 04/2017 | 08/2022 |
| Oneamerica Securities | Bellevue | WA | 05/2017 | 08/2022 |
| Securian Financial Services | Saint Paul | MN | 09/2022 | 12/2022 |
| The Standard | Portland | OR | 01/2023 | Present |
ASPPA Great NW; not investment-related; PO Box 34725, Alexandria, VA 22334; non-profit; board member; start: 10/12/2022; 3 hrs/mo; 0 during trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-12 |
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