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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-07-02 |
Branch Locations
6420 S Macadam Ave Suite 360, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Portland | OR | 09/2020 | 04/2021 |
| Hotel Deluxe | Portland | OR | 09/2019 | 03/2020 |
| Mccormick's & Schmicks | Portland | OR | 06/2017 | 09/2019 |
| Old Spaghetti Factory | Portland | OR | 08/2016 | 06/2017 |
| Portland State University | Portland | OR | 03/2016 | 03/2019 |
| Unemployed | Portland | OR | 04/2020 | 08/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2021 | 01/2024 |
| Cetera Investment Advisers Llc | Beaverton | OR | 12/2021 | 01/2024 |
| Osaic Wealth, Inc. | Portland | OR | 07/2024 | Present |
| Phillips And Company | Portland | OR | 01/2024 | 04/2024 |
ZW FINANCIAL POSITION: Associate Advisor NATURE: i am a W2 employee for ZW Financial where Osaic Wealth is the Broker Dealer for our firm. I engage in meeting with client and making recommendation on their retirement accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2024 ADDRESS: 1805 NW Glisan St, Portland OR 97209, United States DESCRIPTION: i am a Financial Advisor with ZW Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-16 |
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