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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-18 |
Branch Locations
3902 S.E. Hawthorne Blvd, Portland, OR 97214 • United States
11190 Ne Evergreen Pkwy, Hillsboro, OR 97006 • United States
3410 N Williams Ave, Portland, OR 97227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Portland | OR | 10/2012 | 09/2023 |
| J.P. Morgan Securities Llc | Portland | OR | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 03/2025 | Present |
| Key Investment Services | Portland | OR | 09/2023 | 03/2025 |
| Phuong Consulting | Portland | OR | 11/2017 | Present |
| Phuong Consultant | Portland | OR | 08/2023 | Present |
Entity Name: PHUONG CONSULTANT Investment related: No Address: Private Residence Nature of the other business: Consulting Position/Title/Relationship: Owner/Partner Start Date: 08/14/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: We registered Phuong Consultant to report our rental income from one half of our duplex, while residing in the other unit. My husband primarily manages the operations, though I am listed as a joint owner on the registration. I handle all the utility bill payments. Additionally, he polishes headlights as a hobby, and the modest income from this activity is also reported under our business. The name of the other business: Phuong Consulting Whether the business is investment-related: No The address of the other business: 10842 NE Glisan st. Portland, OR 97220 The nature of the other business: Rental property & my husband polish car headlights Your position: Co-owner with my husband Nghia H Phuong. Title, or relationship with the other business: Co-Owner with my husband Nghia H Phuong The start date of your relationship: Nov 2017 The approximate number of hours/ month you devote to the other business: 1hr The number of hours you devote to the other business during securities trading hours: none Briefly describe your duties relating to the other business: My husband set up the business because we rent out the other side of the duplex. He also polish car headlights on the side. My husband manages and operates 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
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