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1631 Ne Broadway St. #815, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-23 |
| TX | RA | APPROVED | 2021-02-23 |
| WA | RA | APPROVED | 2021-02-23 |
| OR | RA | APPROVED | 2020-02-18 |
Branch Locations
1631 Ne Broadway St. #815, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Icon Savings Corporation | Portland | OR | 04/2017 | Present |
| Fisher Investments | Camas | WA | 12/2013 | 04/2017 |
Officer and Co-Founder of parent company, The Icon Savings Corporation. This parent company wholly owns Icon Financial Services LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
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