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Lake Oswego, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-21 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worry In Order Insurance Broker | Lake Oswego | OR | 10/2014 | Present |
| Park Avenue Securities | Portland | OR | 11/2023 | Present |
| Guardian Life Insurance Company | Portland | OR | 11/2023 | Present |
1) Outside Insurance Sales-sale and solicitation of insurance, Start date: 09/25/2023 Address: 200 Market St, Ste 1850,Portland, OR 97201, 10 total hours per month 5 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Portland Festival Symphony- President Board of the Directors, Start date: 06/01/2018, Address: P.O. Box 585, Portland, Oregon, USA, 97207, 20 total hours per month 2 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-31 |
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