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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Oregon | Eugene | OR | 09/2014 | 06/2018 |
| Maletis Beverage | Portland | OR | 06/2017 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 06/2018 | 07/2018 |
| Foresters Financial Services | Beaverton | OR | 07/2018 | 01/2019 |
| Foresters Financial Services | Beaverton | OR | 01/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Beaverton | OR | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-05 |
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