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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-08 |
Branch Locations
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Q6 Model And Artist Management | Portland | OR | 01/1994 | Present |
| Axa Advisors | New York | NY | 07/2015 | 02/2017 |
| Independent Financial Group | San Diego | CA | 02/2017 | 12/2017 |
| Resources Investment Advisors | Overland Park | KS | 03/2019 | 04/2025 |
| Accelerate Investment Advisors Llc | Aliso Viejo | CA | 01/2025 | Present |
(1) Part-time model and actor for Q6 Model and Artist Management since 1994. Non-investment related. Less than 2 hours monthly. Business conducted at 1028 SE Water Ave., Portland, OR; (2) Project Manager for Prosper Portland, an economic development agency for the city of Portland; 220 NW 2nd Ave, Suite 220, Portland, OR 97209; Start Date of 02.18.2025 with approximately 60 hours spent on activity and hours spent are during market hours. Not investment related. Position works as small business liaison for business owners to access the resources from the city of Portland.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-15 |
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