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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-19 |
Branch Locations
696 Mcvey Avenue #201, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Fox Unversity | Newberg | OR | 08/2014 | 05/2018 |
| George Fox University | Newberg | OR | 08/2016 | 06/2017 |
| George Fox University | Newberg | OR | 06/2017 | 08/2017 |
| Walt Disney Productions | New York | NY | 12/2016 | 01/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 05/2018 | 04/2019 |
| Ameriprise Financial Services, Inc. | Lake Oswego | OR | 05/2019 | 03/2024 |
| Commonwealth Financial Network | San Diego | CA | 03/2024 | 04/2024 |
| Iron Mountain Wealth Management, Llc | Lake Oswego | OR | 03/2024 | Present |
| Commonwealth Financial Network | San Diego | CA | 04/2024 | Present |
Outside Employment; Outside Employment; Wealthbridge Advisors Inc.; Other; 5000 Meadows Rd, Ste 450, Lake Oswego, OR, 97035; Investment-Related; 05/01/2019; 40 to 59 during trading hours; 40 to 59 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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