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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
Woodburn, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 02/2022 | 03/2022 |
| Northwestern Mutual | Portland | OR | 06/2021 | 12/2021 |
| Olive Garden | Salem | OR | 08/2018 | Present |
| West Salem Ata Martial Arts | Salem | OR | 06/2013 | 06/2018 |
| Red Robin | Salem | OR | 06/2017 | 06/2018 |
| Fidelity Investments | Tigard | OR | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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