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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
Branch Locations
825 Ne Multnomah St Ste 925, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2016 | 10/2016 |
| The Finity Group | Seattle | WA | 06/2016 | 06/2017 |
| University Of Washington | Seattle | WA | 09/2015 | 06/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2017 | 07/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2019 | 07/2022 |
| Lpl Financial Llc | Clackamas | OR | 03/2023 | 01/2025 |
| Ameriprise Financial Services. Llc | Portland | OR | 04/2025 | Present |
| Unemployed | Camas | WA | 08/2022 | 02/2023 |
Board of Directors; Harris Lane Condominum Association; President; 419 Harris Lane, , Oregon City, OR, 97045; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Gojisan, LLC; Paraplanner.; Manage advisory business; 825 NE Multnomah St Ste 925, , Portland, OR, 97232; Investment-Related; 04/14/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-16 |
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