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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-03-20 |
Branch Locations
2855 Sw Cedar Hills Blvd. Suite 120, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber Technologies Inc | Portland | OR | 03/2020 | 07/2020 |
| Ace Parking Management Inc | Portland | OR | 10/2017 | 02/2020 |
| Hawaiian Time | Beaverton | OR | 02/2017 | 09/2017 |
| Antoni'S Restaurant Diner | Baverton | OR | 10/2016 | 02/2017 |
| Portland State University | Portland | OR | 09/2019 | 03/2020 |
| Portland Community College | Portland | OR | 09/2015 | 10/2016 |
| Portland State University | Portland | OR | 05/2018 | 03/2020 |
| Equitable Advisors, Llc | Portland | OR | 08/2020 | 07/2021 |
| Charles Schwab & Co., Inc. | Beaverton | OR | 10/2021 | Present |
| Charles Schwab Bank, Ssb | Beaverton | OR | 10/2021 | Present |
| Td Ameritrade Inc. | Portland | OR | 07/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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