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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-04 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
5 Centerpointe Dr Suite 270, Lake Oswego, OR 97035 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED | 2024-06-04 |
| WA | RA | APPROVED | 2024-06-04 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 10/2018 | 04/2024 |
| Tiaa | Denver | CO | 10/2018 | 04/2024 |
| Nationwide Insurance | Lone Tree | CO | 10/2017 | 06/2018 |
| Advance Auto Parts | Aurora | CO | 05/2017 | 07/2017 |
| Greeley Recreation Center | Greeley | CO | 09/2013 | 03/2017 |
| University Of Northern Colorado | Greeley | CO | 08/2013 | 08/2017 |
| Unemployed | Lone Tree | CO | 07/2018 | 09/2018 |
| Unemployed | Greeley | CO | 09/2017 | 09/2017 |
| Fisher Investments | Camas | WA | 04/2024 | 07/2026 |
| Wealth Enhancement Advisory Services | Lake Oswego | OR | 08/2026 | Present |
| Wealth Enhancement Group | Lake Oswego | OR | 08/2026 | Present |
1. TRUSTEE/POA - NON-INVESTMENT RELATED - PARKER, CO - START DATE 07/2023 - TRUSTEE/POA FOR GRANDFATHER - 1 HOUR SPENT PER MONTH WITH 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-17 |
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