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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-06 |
Branch Locations
6500 Sw Beaverton Hillsdale Hwy Ste 1, Portland, OR 97225-1400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Lake Oswego | OR | 06/2020 | 06/2021 |
| Mml Investors Services, Llc | Lake Oswego | OR | 01/2021 | 06/2021 |
| Portland Baseball Club | Sherwood | OR | 05/2018 | 07/2021 |
| Whitworth University | Spokane | WA | 09/2017 | 05/2021 |
| Dick's Country Jeep Chrysler Dodge Ram | Hillsboro | OR | 06/2018 | 08/2018 |
| Mathnasium Of Sherwood | Sherwood | OR | 01/2017 | 08/2017 |
| Tigard-Tualatin School District | Tigard | OR | 09/2004 | 06/2017 |
| Whitworth Athletic Department | Spokane | WA | 09/2015 | 02/2021 |
| Ameriprise Financial Services, Llc | Portland | OR | 07/2021 | Present |
Outside Employment; Tigard Baseball; Assistant Baseball Coach - Coach baseball playersAttend practices, games, and meetings; High school athletics.; 9000 SW Durham Roud, , Tigard, OR, 97224; Not Investment-Related; 02/01/2022; 20 to 39 hours per month; 0 during trading hours / Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-28 |
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