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44801 Village Court #201, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| AZ | RA | APPROVED | 2024-10-02 |
Branch Locations
1220 S Alma School Rd Suite 201, Mesa, AZ 85210 • United States
44801 Village Court #201, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gameday Media | Portland | OR | 06/2017 | 09/2017 |
| Student | Corvallis | OR | 05/2016 | 06/2018 |
| Gameday Media | Portland | OR | 06/2018 | 08/2018 |
| Taylormade Graphics | Clackamas | OR | 08/2018 | 09/2018 |
| Osu Foundation | Corvallis | OR | 09/2018 | 06/2019 |
| Pacific Capital Resource Group | Lake Oswego | OR | 06/2019 | 08/2019 |
| Oregon State University | Corvallis | OR | 01/2020 | 04/2020 |
| Oregon State University | Corvallis | OR | 04/2020 | 06/2020 |
| Lodge At Cascade Brewing | Portland | OR | 07/2020 | 12/2020 |
| Unemployed | Portland | OR | 08/2019 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Lake Oswego | OR | 12/2020 | 05/2021 |
| Northwestern Mutual Investment Services Llc | Lake Oswego | OR | 12/2020 | 05/2021 |
| Massmutual | Vancouver | WA | 05/2021 | 09/2024 |
| Fortem Financial Group, Llc | Mesa | AZ | 09/2024 | Present |
| Hornor, Townsend & Kent, Llc | Lake Oswego | OR | 06/2019 | 08/2019 |
| Hornor, Townsend & Kent, Llc | Lake Oswego | OR | 06/2019 | 08/2019 |
Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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