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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-14 |
| CA | RA | APPROVED | 2022-03-28 |
Branch Locations
1841 S Molalla Ave, Oregon City, OR 97045 • United States
29778 Sw Town Center Loop W, Wilsonville, OR 97070 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mcminnville | OR | 07/2016 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Canby | OR | 10/2018 | 01/2022 |
| Stagecoach Pizza | Klamath Falls | OR | 10/2014 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaverton | OR | 02/2022 | Present |
| Fred Meyer | Portland | OR | 08/2020 | 05/2021 |
| Red Robin Gourmet Burgers | Woodburn | OR | 07/2021 | 08/2021 |
| Amazon | Troutdale | OR | 05/2021 | 09/2021 |
| Bank Of America, N.A. | Portland | OR | 02/2022 | Present |
I*2254285, Entity Type: Entity Governmental, Name of OBA: Benton County Marine Patrol, Address: Corvallis, Oregon, 97330, Investment Related: N, Position, Title, Association: ["Employee"], Employee State Date: 04/28/2025, No Hours: 15 Weekly, No Hours during Trading: 0 Weekly, Duties: Checking to make sure boaters have approved Safety flotation devices and safety signaling devices- Ensuring boats are properly equipped with required safety equipment - providing search and rescue on the water-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-15 |
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