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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Portland | OR | 03/2016 | 11/2017 |
| Jp Morgan Securities Llc | Portland | OR | 03/2016 | 11/2017 |
| Stancorp Equities, Inc. | Portland | OR | 06/2018 | Present |
| Standard Retirement Services, Inc. | Portland | OR | 06/2018 | Present |
| Volt | Portland | OR | 01/2018 | 06/2018 |
| Unemployed | Portland | OR | 11/2017 | 01/2018 |
Passport to Languages; not investment-related; 6443 SW Beaverton-Hillsdale Hwy, Ste 390, Portland, OR 92221; professional translation and interpretative services to businesses, schools and government agencies; Interpreter/ind. contractor; 8/15/2026; 10 hrs/month; 0 trading hrs; duties: providing interpretative and translation services. In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services. SEI and SRS are subsidiaries of Standard Financial Group ("The Standard") and is located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-11 |
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