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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
11521 Sunnyside Rd, Clackamas, OR 97015 • United States
11333 Se 82Nd Ave, Happy Valley, OR 97086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fred Meyer | Sandy | OR | 09/2013 | 02/2019 |
| Axa Advisors, Llc | Portland | OR | 01/2019 | 06/2020 |
| Equitable Advisors, Llc | Portland | OR | 01/2019 | 07/2020 |
| Whole Foods Amazon | Portland | OR | 12/2019 | 06/2020 |
| Jp Morgan Chase Bank, N.A. | Portland | OR | 07/2020 | 09/2023 |
| Jp Morgan Securities, Llc | Portland | OR | 07/2020 | 09/2023 |
| U.S. Bancorp Investments, Inc. | Portlant | OR | 09/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Clackamas | OR | 02/2026 | Present |
Lopez Collection; Not investment-related; Portland, OR; Ebay Sales; Seller; 3/2025; 1 hour/month; 0 hours/trading; Make sales of collectibles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-31 |
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