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One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 07/2016 | 06/2018 |
| Morgan Stanley Wealth Management, Llc | Portland | OR | 07/2016 | 06/2018 |
| Unemployed | West Linn | OR | 07/2018 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Lake Oswego | OR | 08/2018 | 11/2024 |
| J.P. Morgan Securities Llc | Lake Oswego | OR | 08/2018 | 11/2024 |
| Hood Meadows Oregon Limited | Mt. Hood | OR | 11/2018 | 05/2019 |
| Beacon Global Advisor Network, Llc | Atlanta | GA | 02/2025 | Present |
| Holburn Assets Ltd | Nassau | 11/2024 | Present | |
| World Equity Group, Inc. | Portland | OR | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-09 |
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