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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-04 |
Branch Locations
2855 Sw Cedar Hills Blvd. Suite 120, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 09/2021 | 02/2023 |
| Apple, Inc | Tigard | OR | 11/2019 | 08/2021 |
| Tullius Partners | Portland | OR | 06/2019 | 09/2021 |
| Paulson Investment Company | Lake Owego | OR | 07/2018 | 01/2019 |
| Alset Automotive | Portland | OR | 09/2019 | 12/2019 |
| Findlay Chrysler Jeep Dodge Ram/Chrysler Wilsonville | Wilsonville | OR | 09/2017 | 07/2018 |
| Portland State University | Portland | OR | 09/2017 | 06/2021 |
| Wilsonville 76 | Wilsonville | OR | 03/2017 | 04/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | 02/2023 |
| Wells Fargo Advisors Financial Network, Llc | Lake Owego | OR | 03/2023 | 08/2023 |
| J.P. Morgan Securities Llc | Portland | OR | 08/2023 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 08/2023 | 10/2024 |
| Pacific Northwest Petroleum Inc | Wilsonville | OR | 04/2017 | 06/2017 |
| Williamette Cascade Wealth Management | Portland | OR | 03/2023 | 07/2023 |
| Unemployed | Wilsonville | OR | 08/2013 | 02/2017 |
| Unemployed | Wilsonville | OR | 07/2017 | 08/2017 |
| Charles Schwab & Co., Inc. | Beaverton | OR | 10/2024 | Present |
| Charles Schwab Bank | Beaverton | OR | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
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