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Hillsboro, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-23 |
| CA | RA | APPROVED | 2024-10-18 |
| OR | RA | APPROVED | 2024-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Head To Toe Financial Planning Llc | Hillsboro | OR | 01/2018 | 11/2022 |
| Watershed Wealth Planning | Portland | OR | 09/2017 | 01/2018 |
| Unemployed | Portland | OR | 08/2016 | 09/2017 |
| Ares Financial Consulting Llc | Sherman Oaks | CA | 09/2022 | 06/2024 |
| Head To Toe Financial Planning Llc | Hillsboro | OR | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-09 |
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