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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| OR | RA | APPROVED | 2023-06-02 |
Branch Locations
13221 Sw 68Th Pkwy #460, Tigard, OR 97223 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nw Financial Network Inc. | Gresham | OR | 08/2019 | 05/2022 |
| Unemployed | Canyon Country | CA | 05/2019 | 08/2019 |
| Extended Travel | Canyon Country | CA | 10/2018 | 05/2019 |
| Bank Of America | Los Angeles | CA | 11/2016 | 10/2018 |
| Unemployed | Canyon Country | CA | 07/2016 | 11/2016 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2023 | Present |
| Cetera Investment Advisers Llc | Tigard | OR | 06/2023 | Present |
| Unemployed | Portland | OR | 05/2022 | 06/2023 |
1. E&E SHOW PODCAST; SELF HELP PODCAST; 1 HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
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