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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
5400 Sw Meadows Rd Stes 200 & 250, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Aloha | OR | 10/2019 | 07/2025 |
| J.P. Morgan Chase Bank, Na | Aloha | OR | 10/2019 | 07/2025 |
| J.P. Morgan Chase Bank, Na | Tigard | OR | 06/2016 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Lake Oswego | OR | 07/2025 | Present |
RENTAL PROPERTY - 15643 SW HARVESTER LN; INV RELATED; SHERWOOD,OR; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 10/01/2022; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-06 |
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