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11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Bridgeport Village | OR | 01/2009 | 02/2026 |
| Strategic Advisors Inc. | Bridgeport | OR | 01/2009 | 02/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| Lpl Financial Llc | Beaverton | OR | 02/2026 | Present |
| Cross Financial Advisors | Beaverton | OR | 02/2026 | Present |
1. 02/2026- By The Tree Designs, LLC - Business Owner - Inv Related - 60 Hour(s)/Month - 60 Hour(s) During Trading - Fulshear, TX - Start Date 10/01/2025 2. 02/2026 - By The Tree Financial, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 40 Hour(s) During Trading -At Reported Business location(s) - Start Date 2/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-19 |
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