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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-25 |
| OR | RA | APPROVED | 2020-10-28 |
Branch Locations
200 Sw Market St Suite 1850, Portland, OR 97201 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Portland | OR | 05/2017 | 08/2018 |
| The Climate Trust | Portland | OR | 05/2014 | 05/2017 |
| Rivermark Community Credit Union | Beaverton | OR | 06/2014 | 04/2017 |
| New York Life Insurance Company | Portland | OR | 08/2018 | 10/2019 |
| Nylife Securities Llc. | Portland | OR | 04/2019 | 10/2019 |
| Rivermark Community Credit Union | Beaverton | OR | 04/2017 | 03/2020 |
| Guardian Life Insurance Company | Portland | OR | 11/2019 | Present |
| Park Avenue Securities | Portland | OR | 05/2020 | Present |
| Guardian Life Insurance Company | Portland | OR | 06/2024 | Present |
| Park Avenue Securities | Portland | OR | 06/2024 | Present |
1) Insurance outside of Guardian, Start Date: 11/11/2019, Address: 200 SW Market Street, Suite 1850, Portland, OR, 97201 , 8 total hours per month; 8 during securities trading hours, Investment related, More than 10% annual compensation, 2) Rental property, Start Date: 10/01/2022, Address: 904 NE 76th Ave. Portland OR 97221, 1 total hours per month; 0 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-06 |
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