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15350 Sw Sequoia Pkwy Suite 150, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-23 |
Branch Locations
15350 Sw Sequoia Pkwy Suite 150, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Oswego | OR | 04/2014 | 06/2021 |
| Bank Of America, N.A. | Lake Oswego | OR | 08/2017 | 06/2021 |
| Peak Brokerage Services, Llc | Jupiter | FL | 07/2021 | Present |
| Financial Investment Team, Inc. | Portland | OR | 07/2021 | Present |
1). Financial Investment Team, Inc; Investment Advisor; Start date: 07/15/2021; Approx. # of hours per month: 160; Approx. # of hours per month during trading hours: 100.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
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