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Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-22 |
| OR | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Crest Consultants | Vancouver | WA | 05/2015 | 09/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2016 | 09/2025 |
| Northwestern Mutual Investment Services | Portland | OR | 06/2016 | 09/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2017 | 09/2025 |
| Trihelix Wealth Collective, Llc | Portland | OR | 09/2025 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. TREASURER, BEACON VILLAGE PDX, 621 NE 76TH AVENUE, PORTLAND, , OREGON, 97213, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 2/1/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, TREASURER 3. 50% OWNER, EASY EDDY LLC, 23834 E CHINQUEPIN DR, RHODODENDRON, , OREGON, 97049, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 7/1/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, RUN SHORT TERM RENTAL BUSINESS. MANAGE AIRBNB RESERVATIONS, SOME MAINTENANCE AND SUPPLY PROCUREMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
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