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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-08-10 |
Branch Locations
200 S. Virginia Street 8Th Floor, Reno, NV 89501 • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oswego Wealth Management | Lake Oswego | OR | 01/2019 | 05/2020 |
| Hilton Hotels | Eugene | OR | 10/2018 | 06/2019 |
| Northwestern Mutual | Lake Oswego | OR | 08/2018 | 12/2018 |
| Lil Cooper's Town | West Linn | OR | 08/2018 | 12/2018 |
| University Of Oregon | Eugene | OR | 09/2014 | 06/2018 |
| Lpl Financial Llc | Lake Oswego | OR | 01/2019 | 04/2020 |
| Charles Schwab & Co., Inc. | Portland | OR | 05/2020 | 01/2022 |
| Charles Schwab Bank, Ssb | Portland | OR | 05/2020 | 01/2022 |
| Td Ameritrade Investment Management, Llc | Reno | NV | 01/2022 | 05/2023 |
| Td Ameritrade, Inc. | Reno | NV | 01/2022 | 05/2023 |
| Tiaa | Reno | NV | 05/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Reno | NV | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
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