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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-21 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
11760 Sw Hall Blvd, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 08/2019 | 08/2023 |
| Northwestern Mutual | Portland | OR | 05/2019 | 08/2019 |
| First Interstate Bank | Bend | OR | 04/2017 | 04/2019 |
| Nw Kind Llc | Bend | OR | 10/2016 | 04/2017 |
| Local Joe Inc | Bend | OR | 07/2015 | 10/2016 |
| Bank Of America, N.A. | Portland | OR | 08/2019 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 03/2024 | Present |
| Unemployed | Portland | OR | 08/2023 | 03/2024 |
RENTAL PROPERTY(ROOM), INV RELATED, PORTLAND, OR, 100% OWNERSHIP, START 11/1/24, 1 HR PER MONTH, 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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