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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-27 |
Branch Locations
4055 Mercantile Dr Suite 175, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University Sacramento | Sacramento | CA | 08/2013 | 11/2016 |
| Sugar Bowl Resort | Norden | CA | 12/2016 | 05/2017 |
| Oars | Vernal | UT | 06/2016 | 01/2020 |
| Oars | Grants Pass | OR | 06/2016 | 01/2020 |
| Alta Sports | Alta | UT | 11/2018 | 04/2019 |
| Oars | Grants Pass | OR | 04/2019 | 10/2019 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2019 | 09/2021 |
| Ameriprise Financial Services, Llc | Portland | OR | 09/2021 | 11/2021 |
| Charles Schwab & Co., Inc. | Portland | OR | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Portland | OR | 01/2022 | Present |
(1) Real Estate Ownership; Single Family; Redding, CA 96003; Investment Related; December 2011. (2) Dog Sitter for Rover|Investment Related:No|Personal/Household Services|Dog walker/Dog Sitter|2023-10-17|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|I use Rover to house sit dogs and walk dogs for extra money. Probably doing this like once a month on the weekend.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-13 |
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