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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-02-01 |
| CA | RA | APPROVED | 2024-01-09 |
| CO | RA | APPROVED | 2024-01-09 |
| MD | RA | APPROVED | 2024-01-09 |
| NV | RA | APPROVED | 2024-01-09 |
| OR | RA | APPROVED | 2024-01-09 |
| IN | RA | APPROVED | 2023-11-08 |
| OH | RA | APPROVED | 2022-01-05 |
| ME | RA | APPROVED | 2021-04-07 |
| NE | RA | APPROVED | 2020-05-08 |
| UT | RA | APPROVED | 2018-10-22 |
| MA | RA | APPROVED | 2015-09-09 |
| MO | RA | APPROVED | 2012-04-30 |
| MT | RA | APPROVED | 2010-07-09 |
| AZ | RA | APPROVED | 2009-01-21 |
| WA | RA | APPROVED | 2006-12-05 |
Branch Locations
200 Sw Market St Suite 1850, Portland, OR 97201 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Mill Creek | WA | 09/2016 | 04/2018 |
| Park Avenue Securities | Mill Creek | WA | 09/2016 | 04/2018 |
| Guardian Life Insurance Company | Lake Oswego | OR | 09/2017 | 08/2021 |
| Park Avenue Securities | Lake Oswego | OR | 09/2017 | 08/2021 |
| Guardian Life Insurance | Bothell | WA | 04/2018 | 06/2019 |
| Park Avenue Securities | Bothell | WA | 04/2018 | 06/2019 |
| Guardian Life Insurance | Kirkland | WA | 06/2019 | 10/2021 |
| Park Avenue Securities | Kirkland | WA | 06/2019 | 10/2021 |
| Guardian Life Insurance | Portland | OR | 09/2021 | Present |
| Park Avenue Securities | Portland | OR | 09/2021 | Present |
| Guardian Life Insurance Company | Bothell | WA | 10/2021 | 06/2022 |
| Park Avenue Securities | Bothell | WA | 10/2021 | 06/2022 |
| Guardian Life Insurance Company | Lake Oswego | OR | 06/2024 | Present |
| Park Avenue Securities | Registered Representative | OR | 06/2024 | Present |
1. Rental Property (residence) Subletting a room(s) in my residence to rental tenants. Start: 05/01/2011 Address; 1899 Woodland Terr, Lake Oswego, OR 97034 1 bus hr per month Investment related 2. SECOND SUNSET Selling CDs and music through iTunes, other Internet sites, CDBaby, SecondSunset, etc. Selling photos/cards though internet sites, galleries, etc. Start: 01/01/2003 Address: 1899 Woodland Terr Lake Oswego, OR 97034 (no real location...mostly through internet!) 1 bus hr per month Not investment related 3. THIRD SUNRISE. LLC This is an LLC for holding rental property. Start: 03/31/2003 Address: 1899 Woodland Terrace, Lake Oswego, OR 97034 2 non bus hr per month Investment related 4. Disability or Life Insurance through other sources For a small number of clients that do not fit the normal channels through Berkshire/SourceBrokerage for Disability/Life coverage, other carriers are utilized Start: 10/02/2014 Address: 803 Kirkland Ave. Suite 100, Kirkland, WA 98033 1 bus hr per month Investment related 5. Child Education & Gaming I am building a family friendly video game and child education OBA with my kids. The intent is to entertain kids with gaming videos with educational undertones, provide seminars/classes on engaging in digital medial/games with kids, and online courses to support real-world application of in-game interactions Start: 01/01/2016 Address: 333 South State Street, Suite #V315 Lake Oswego, OR 97034 Hrs per month - tot/bus: 30/2 Not investment related 6. Teaching Teach financial concept courses Start: 05/01/2018 Address: 1899 Woodland Terrace, Lake Oswego, OR 97034 Hrs per month - tot/bus: 5/1 Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-05 |
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