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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-26 |
Branch Locations
1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Bank Of America | Wayne | PA | 10/2019 | 02/2023 |
| Bases Training | Glen Burnie | MD | 01/2018 | 05/2019 |
| Extra Innings | Elkridge | MD | 07/2019 | 09/2019 |
| Thrive Financial Services, Llc | Fort Washington | PA | 03/2023 | 11/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2023 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 11/2023 | 04/2025 |
| Boyd And Dowgiallo P.A | Severna Park | MD | 06/2016 | 07/2016 |
| Unemployed | Elon | NC | 11/2013 | 05/2016 |
| Unemployed | Elon | NC | 07/2016 | 12/2017 |
| Unemployed | Glen Burnie | MD | 06/2019 | 06/2019 |
| Perform For Life | San Francisco | CA | 11/2025 | 03/2026 |
| Acm Wealth | Oakland | CA | 06/2025 | 10/2025 |
| Paulson Investment Company | Walnut Creek | CA | 03/2026 | Present |
1) Perform for Life/Golf -Membership Sales & Golf Instructor-Not Financial -650 Mission Street, San Francisco, CA 94105 0 hrs during trading hours, 3 hrs a day non-trading hours. 2) ORCA Investment Management; 6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035; Independent Contractor; Investment Related; Investment Advisor Representative 3/2026; 10-12 hours during the month; 10-12 hours during the month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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