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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States
Tualatin, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | West Linn | OR | 05/2021 | 07/2022 |
| Fisher Investments | Camas | WA | 12/2020 | 06/2021 |
| Newberg Chevrolet | Newberg | OR | 07/2018 | 12/2020 |
| Portland State University | Portland | OR | 09/2016 | 05/2020 |
| Fidelity Investments | Tigard | OR | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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