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11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-05 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | San Diego | CA | 11/2015 | 02/2020 |
| Bank Of The West | San Diego | CA | 11/2015 | 02/2020 |
| Securities America, Inc. | Portland | OR | 02/2020 | 06/2024 |
| Pfg Advisors | Portland | OR | 01/2020 | 04/2020 |
| Osaic Wealth, Inc. | La Jolla | CA | 06/2024 | 04/2025 |
| The Partners Group, Financial Advisors, Llc | Portland | OR | 04/2025 | Present |
***NAVY RESERVES POSITION: Logistics Specialist NATURE: Military obligation with the Navy Reserves INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2018 ADDRESS: 6735 N Basin Ave, Portland OR 97217 DESCRIPTION: Logistics/supply specialist for command. ***RENTAL PROPERTY POSITION: Owner NATURE: Rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2022 ADDRESS: 6757 Amherst St Unit E, San Diego CA 92115 DESCRIPTION: Rental property. ***COLONY PARK HOMEOWNERS' ASSOCIATION POSITION: Director NATURE: Homeowners' Association Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2021 ADDRESS: 6757 Amherst St, Unit E, San Diego CA 92115 DESCRIPTION: Advise on matters related to our homeowners association. ***OVERLOOK CONDOMINIUM ASSOCIATION POSITION: President NATURE: Homeowners' Association Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4635 S Corbett Ave, Portland OR 97239 DESCRIPTION: Presiding over meetings, enforcing rules and regulations, overseeing projects, and acting as liaison between owners, board, and property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
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