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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-11 |
| NY | RA | APPROVED | 2025-03-14 |
| WA | RA | APPROVED | 2025-02-18 |
| CA | RA | APPROVED | 2025-02-14 |
| OR | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Government Portfolio Advisors | Portland | OR | 08/2018 | 02/2021 |
| Morley Capital Management | Portland | OR | 08/2016 | 08/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2021 | 05/2024 |
| Sigfig Wealth Management Llc | San Francisco | CA | 04/2024 | 02/2025 |
| Osaic Wealth, Inc | Tigard | OR | 02/2025 | Present |
1. OREGON LIFE & HEALTH INSURANCE PRODUCER POSITION: Insurance Producer NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2024 ADDRESS: 10786 SW Naeve St, Tigard OR 97224, United States DESCRIPTION: Passed Oregon Life & Health Producer exam and officially licensed with the state. I have no current business activity with this license but got licensed in the anticipation of selling insurance products once onboarded to Osaic.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-30 |
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