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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 | 2025-03-15 |
| OR | RA | APPROVED | 2024-02-02 |
| GA | RA | APPROVED | 2023-09-01 |
Branch Locations
3 Centerpoiinte Drive Suite 200, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 07/2015 | 02/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2015 | 02/2018 |
| Independent Financial Group | Lake Oswego | OR | 02/2018 | 09/2018 |
| Lpl Financial Llc | Lake Oswego | OR | 10/2018 | 09/2020 |
| Sagepoint Financial, Inc. | Lake Oswego | OR | 09/2020 | 09/2023 |
| Osaic Wealth, Inc. | Lake Oswego | OR | 09/2023 | Present |
1) INSURANCE AGENT POSITION: Financial Advisor, Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2019 ADDRESS: 5665 SW Meadows Rd, Lake Oswego OR 97035, United States DESCRIPTION: Work as a financial advisor for my clients. I also work as a salaried servicing advisor and analyst for Conrad Pearson and his clients. My main activities are research, proposals, solutions strategist, general office activities, and running client appointments. 2) PEARSON FINANCIAL GROUP POSITION: Financial Advisor, Registered Rep NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2019 ADDRESS: 5665 SW Meadows Rd, Suite 120, Lake Oswego OR 97035, United States DESCRIPTION: I work as a financial advisor for my clients. I also work as a salaried servicing advisor and analyst for Conrad Pearson and his clients. My main activities are research, proposals, solutions strategy, and general office activities. 3) DBA PEARSON FINANCIAL GROUP-INSURANCE AGENT POSITION: Financial Advisor, Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2018 ADDRESS: 3 Centerpointe Drive, Suite 200, Lake Oswego OR 97035, United States DESCRIPTION: I work as a financial advisor for my own clients. I also work as a salaried servicing advisor and analyst for Conrad Pearson and his clients. My main activities are research, proposals, solutions strategy, general office activities, and running client appointments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-28 |
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