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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-08 |
| NY | RA | APPROVED | 2024-02-07 |
| OR | RA | APPROVED | 2024-02-07 |
| TX | RA | APPROVED_RES | 2024-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon State Credit Union | Corvallis | OR | 12/2018 | 05/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2018 | 01/2024 |
| Norhwest Community Credit Union | Eugene | OR | 07/2017 | 11/2017 |
| Unemployed | Corvallis | OR | 06/2017 | 07/2017 |
| Biolife Plasma Services | Bellingham | WA | 02/2015 | 06/2017 |
| Oregon State Credit Union | Corvallis | OR | 11/2017 | 12/2018 |
| Voya Financial | Windsor | CT | 01/2024 | Present |
KORC- COMMUNITY AIRWAVES POSITION: Treasurer NATURE: KORC has asked me to be their Treasurer. This would include assisting donors of the nonprofit with the payment systemand reviewing budgeting and providing a report based off from a one month look back period. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 300 SE Goodnight, Unit 75, Corvallis OR 97333, United States DESCRIPTION: Payment System Assistance Budgeting/ Budgeting reports
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-10 |
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