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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-28 |
| OR | RA | APPROVED | 2018-10-24 |
| TX | RA | APPROVED | 2018-10-24 |
Branch Locations
20793 Nw Henry Ave, Bend, OR 97703 • United States
2053 Ne Burnside Road, Gresham, OR 97030 • United States
12400 Se Sunnyside Road, Clackamas, OR 97015 • United States
4155 Mercantile Dr, Lake Oswego, OR 97035 • United States
1875 Blankenship Rd., West Linn, OR 97068 • United States
5135 Commercial St Se, Salem, OR 97306 • United States
110 Hawthorne Ave. Se, Salem, OR 97301 • United States
19080 Willamette Dr, West Linn, OR 97068 • United States
15775 Se Mcloughlin Blvd, Milwaukie, OR 97267 • United States
16115 Se 82Nd Dr, Clackamas, OR 97015 • United States
4700 S.E. Woodstock Blvd, Portland, OR 97206 • United States
111 South State Street, Lake Oswego, OR 97034 • United States
11686 Sw Pacific Hwy, Tigard, OR 97223 • United States
8231 Sw Wilsonville Rd, Wilsonville, OR 97070 • United States
3509 Commercial Street Se, Salem, OR 97302 • United States
265 C Street, Silverton, OR 97381 • United States
1539 Mt Hood Ave, Woodburn, OR 97071 • United States
1675 N Highway 99 W, Mcminnville, OR 97128 • United States
1089 N 1St St, Stayton, OR 97383 • United States
435 N Holly Street, Canby, OR 97013 • United States
8559 Sw Old Tualatin Sherwood Rd, Tualatin, OR 97062 • United States
1689 Molalla Ave, Oregon City, OR 97045 • United States
480 Glen Creek Road, Salem, OR 97304 • United States
5560 Inland Shores Way N, Keizer, OR 97303 • United States
4155 Mercantile Dr , Floor 01, Lake Oswego, OR 97035 • United States
475 E. Pine Street, Central Point, OR 97502 • United States
81 E. Stewart Avenue, Medford, OR 97501 • United States
151 Ne Midland Avenue, Grants Pass, OR 97526 • United States
1100 Willamette Street, Eugene, OR 97401 • United States
2055 Nw Circle Blvd, Corvallis, OR 97330 • United States
3545 Gateway St, Springfield, OR 97477 • United States
450 Nw Franklin Ave, Bend, OR 97703 • United States
568 Sw 5Th Street, Redmond, OR 97756 • United States
600 Ne Greenwood Avenue, Bend, OR 97701 • United States
929 Nw Garden Valley, Roseburg, OR 97470 • United States
515 N 5Th Street, Jacksonville, OR 97530 • United States
898 Chetco Avenue, Brookings, OR 97415 • United States
2885 S. 6Th Street, Klamath Falls, OR 97603 • United States
601 Crater Lake Avenue, Medford, OR 97504 • United States
243 E. Main Street, Ashland, OR 97520 • United States
22050 Hwy 62, Shady Cove, OR 97539 • United States
133 W. Main Street, Eagle Point, OR 97524 • United States
5703 Main Street, Springfield, OR 97478 • United States
231 Sw Ellsworth St Sw, Albany, OR 97321 • United States
75 East Grant St, Lebanon, OR 97355 • United States
3609 W 11Th Ave, Eugene, OR 97402 • United States
61479 S Hwy 97, Bend, OR 97702 • United States
550 N.E. 3Rd Street, Prineville, OR 97754 • United States
11354 Sw Durham Rd, Tigard, OR 97224 • United States
1610 Se Tolman St, Portland, OR 97202 • United States
8869 Se 82Nd Ave, Happy Valley, OR 97086 • United States
3090 Ne Hogan Dr, Gresham, OR 97030 • United States
235 Nw 4Th St, Corvallis, OR 97330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Oswego | OR | 09/2003 | 10/2018 |
| Jp Morgan Securities, Llc | Lake Oswego | OR | 10/2018 | Present |
| Bank Of America | Lake Oswego | OR | 09/2003 | 10/2018 |
| Jp Morgan Chase Bank, N.A. | Lake Oswego | OR | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-02 |
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