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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-08-19 |
| MO | RA | APPROVED | 2026-03-10 |
| OH | RA | APPROVED | 2025-07-11 |
| TX | RA | APPROVED_RES | 2025-06-14 |
| OR | RA | APPROVED | 2025-03-31 |
| CA | RA | APPROVED | 2025-03-28 |
Branch Locations
200 Sw Market St Suite 1850, Portland, OR 97201 • United States
Happy Valley, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access West Insurance | Murrieta | CA | 12/2013 | 09/2017 |
| Pipeline Insurance | Coronado | CA | 09/2017 | 06/2019 |
| Mike Russ Training And Financial | San Diego | CA | 01/2018 | 06/2019 |
| Mutual Of Omaha | San Diego | CA | 06/2019 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 01/2025 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 07/2021 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2022 | 01/2025 |
| Park Avenue Securities | Happy Valley | OR | 03/2025 | Present |
| Guardian Life Insurance Company | Happy Valley | OR | 01/2025 | Present |
| Guardian Life Insurance Company | Portland | OR | 01/2025 | Present |
| Park Avenue Securities | Portland | OR | 03/2025 | Present |
1) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 02/16/2025 Address: 10153 SE Heritage RD Happy Valley Or 97086, Duties: Insurance other than Guardian 10 total hours per month; 10 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
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