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335 Madison Ave., Suite 5H, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
| NY | RA | APPROVED | 2024-01-16 |
Branch Locations
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 08/2016 | 07/2018 |
| Kruse Woods Financial Partners | Lake Oswego | OR | 07/2016 | 07/2018 |
| Raymond James Financial Services Advisors Inc. | Lake Oswego | OR | 02/2017 | 07/2018 |
| Kms Financial Services, Inc. | Seattle | WA | 08/2018 | 05/2019 |
| Retirement Consulting Group | Portland | OR | 07/2018 | 05/2019 |
| Cable Hill Partners, Llc | Portland | OR | 05/2019 | 03/2022 |
| Mercer Global Advisors Inc | Portland | OR | 05/2022 | 03/2023 |
| Pattern Advisors Llc | Portland | OR | 03/2023 | 12/2023 |
| Fruitful Inc | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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