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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED | 2025-02-26 |
Branch Locations
Oregon City, OR • United States
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Salem | OR | 09/2018 | 11/2018 |
| Columbia West Engineering | Vanouver | WA | 05/2018 | 09/2018 |
| Professional Benefit Services | Salem | OR | 11/2018 | 11/2019 |
| Pacific Lutheran University | Tacoma | WA | 09/2014 | 05/2018 |
| Thrivent Investment Management Inc | Keizer | OR | 11/2019 | 05/2023 |
| Thrivent Financial | Appleton | WI | 11/2019 | 05/2020 |
| Thrivent Financial | Appleton | WI | 05/2020 | 02/2023 |
| Fisher Investments | Camas | WA | 06/2023 | 02/2025 |
| Dew Wealth Management | Scottsdale | AZ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-04 |
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