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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Lake Oswego | OR | 02/2020 | 03/2024 |
| Mml Investors Services, Llc | Lake Oswego | OR | 09/2020 | 03/2024 |
| Costco Wholesale | Wilsonville | OR | 06/2017 | 06/2019 |
| Tualatin Youth Baseball | Tualatin | OR | 01/2010 | 02/2020 |
| Digitype Design | Tualatin | OR | 08/2016 | 12/2016 |
| Osaic | Tualatin | OR | 03/2024 | Present |
1. CEDAR CREEK FINANCIAL GROUP POSITION: Financial Advisor NATURE: Life and health insurance, investment advisory services, financial planning services and approximately 160 hours per month. This is a DBA and covers all activities of our business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2021 ADDRESS: 21880 sw fuller Dr., Suite 800, Tualatin OR 97062, United States DESCRIPTION: Help clients with their financial needs/planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-31 |
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