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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-06 |
Branch Locations
1111 Main St Suite 700, Vancouver, WA 98660 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Washougal | WA | 09/2016 | 02/2022 |
| J.P. Morgan Securities Llc | Washougal | WA | 11/2019 | 02/2022 |
| Unemployed | Washougal | WA | 04/2016 | 09/2016 |
| Securities America, Inc. | Vancouver | WA | 02/2022 | 06/2024 |
| Osaic Wealth, Inc. | Vancouver | WA | 06/2024 | 10/2024 |
| Allworth Financial | Vancouver | WA | 11/2024 | Present |
| Aw Securities | Vancouver | WA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-03 |
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