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300 E. 17Th Street, Vancouver, WA 98663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-08 |
| WA | RA | APPROVED | 2022-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Vancouver | WA | 06/2020 | 08/2022 |
| Enterprise Holdings | Portland | OR | 06/2018 | 06/2020 |
| Multnomah University | Portland | OR | 09/2016 | 05/2018 |
| Hotel Eastlund | Portland | OR | 06/2017 | 09/2017 |
| Momentous Wealth Management, Inc. | Vancouver | WA | 08/2022 | Present |
| Pks Investments | Albany | NY | 04/2023 | Present |
1) Momentous Wealth Management, Inc.. Investment-Related. At registered location. RIA. Investment Advisor Representative. Start: 08/2022. 160 hr/month; 100 hr/month during trading hours. Financial planning creation, presentation and ongoing implantation. Community engagement and professional network development. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 08/2022. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-08 |
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