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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
388 Greenwich Street, New York, NY 10013 • United States
Portland, OR • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 02/2016 | 07/2020 |
| Keybanc Capital Markets Inc. | Portland | OR | 07/2020 | 06/2022 |
| Citigroup | Portland | OR | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-12 |
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