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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| CA | RA | APPROVED | 2022-11-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones/ Massachusetts Mutual Life Insurance Co | Beaverton | OR | 01/2016 | 10/2017 |
| Thrivent Investment Management Inc | Portland | OR | 01/2018 | 08/2018 |
| Thrivent Financial | Portland | OR | 01/2018 | 07/2018 |
| Lincoln Youth Baseball And Softball | Portland | OR | 11/2017 | 11/2018 |
| Studywise | Beaverton | OR | 08/2018 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 08/2018 | 09/2022 |
| J.P. Morgan Securities Llc | Portland | OR | 08/2018 | 09/2022 |
| Manpower, Inc./Napa Auto Parts | Portland | OR | 12/2017 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 10/2022 | Present |
| Bank Of America, N.A. | Portland | OR | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-05 |
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