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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| OR | RA | APPROVED | 2024-06-14 |
Branch Locations
Lake Oswego, OR • United States
525 3Rd Street Suite 241, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kroeger Financial Services, Inc | Portland | OR | 01/2009 | Present |
| Kms Financial Services, Inc. | Seattle | WA | 02/2015 | 11/2020 |
| Securities America, Inc. | Lake Oswego | OR | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Lake Oswego | OR | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Lake Oswego | OR | 06/2024 | Present |
**NONE POSITION: representative NATURE: Life insurance, fixed annuities, etc INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2004 ADDRESS: 525 3rd St Ste 241, Lake Oswego OR 97035 DESCRIPTION: Provide life insurance, long term care, disability and annuities to clients. **DBA - OnMark Asset Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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