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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Army National Guard | Portland | OR | 09/2008 | Present |
| Heritage Bank | Vancouver | WA | 02/2016 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2016 | Present |
| Cetera Investment Advisers Llc | Portland | OR | 09/2018 | Present |
1.) OREGON ARMY NATIONAL GUARD, LOGISTICS OFFICIER, 0-20HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-18 |
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