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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-13 |
| TX | RA | APPROVED | 2025-07-10 |
| WA | RA | APPROVED | 2025-07-10 |
Branch Locations
655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 09/2017 | 12/2017 |
| Thrivent Financial | Appleton | WI | 12/2017 | 09/2020 |
| Unemployment | Portland | OR | 07/2020 | 11/2021 |
| Old Chicago Pizzaria | Portland | OR | 07/2024 | 01/2025 |
| Fisher Investments | Camas | WA | 06/2015 | 08/2017 |
| Thrivent Investment Management Inc | Lake Oswego | OR | 09/2017 | 09/2020 |
| Bullseye Pub/ The Spot Sports Bar & Grill | Tigard | OR | 07/2024 | 01/2025 |
| Greek Village/West Union Sports Pub | Portland | OR | 11/2021 | 07/2024 |
| Fidelity Investments | Vancouver | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
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