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Bend, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 02/2018 | 07/2023 |
| Calpers | Sacramento | CA | 10/2014 | 01/2018 |
| Careoregon | Portland | OR | 06/2024 | 06/2025 |
| Professional Break | Bend | OR | 08/2023 | 05/2024 |
| West Ridge Capital Management L.L.C. | Bend | OR | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-27 |
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