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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-11 |
| AZ | RA | APPROVED | 2022-09-27 |
| TX | RA | APPROVED | 2022-09-18 |
Branch Locations
4155 Mercantile Dr, Lake Oswego, OR 97035 • United States
1689 Molalla Ave, Oregon City, OR 97045 • United States
19080 Willamette Dr, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2021 | 06/2022 |
| Eos Fitness | Avondale | AZ | 08/2020 | 08/2020 |
| Columbia Basin College | Pasco | WA | 07/2016 | 07/2019 |
| Alliance Door Products | Wilsonville | OR | 12/2020 | 03/2021 |
| J.P. Morgan Securities Llc | Tempe | AZ | 06/2022 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 06/2022 | 06/2024 |
| Unemployed | Avondale | AZ | 08/2020 | 12/2020 |
| Arizona State University | Phoenix | AZ | 08/2019 | 05/2020 |
| Blue Mountain Community College | Pendleton | OR | 09/2012 | 02/2017 |
| Unemployed | Avondale | AZ | 06/2020 | 07/2020 |
| J.P. Morgan Securities Llc | Oregon City | OR | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Oregon City | OR | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-30 |
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