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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intel Corporation | Hillsboro | OR | 06/2015 | 08/2017 |
| Pursuit Planning And Investments, Llc | Portland | OR | 03/2018 | Present |
| Unemployed | Portland | OR | 09/2017 | 02/2018 |
| Kaplan North America | Fort Lauderdale | FL | 10/2022 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
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