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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-19 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
12744 Sw North Dakota Street , Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Castparts | Clackamas | OR | 04/2016 | 12/2016 |
| Lam Research | Sherwood | OR | 12/2016 | 03/2018 |
| Red Robin | Portland | OR | 03/2017 | 05/2017 |
| Student | Oregon City | OR | 04/2018 | 05/2018 |
| Fisher Investments | Plano | TX | 06/2018 | 01/2023 |
| Cx Institutional, Llc | Plano | TX | 01/2023 | 08/2023 |
| Fluent Financial, Llc | Dallas | TX | 01/2024 | 07/2024 |
| Us Health Advisors | Frisco | TX | 09/2023 | 11/2023 |
| Private Client Services | Dallas | TX | 03/2024 | 07/2024 |
| Coppell Advisory Solutions | Coppell | TX | 08/2024 | 07/2025 |
| Frazier Investment Management | Plano | TX | 07/2024 | 07/2025 |
| Key Investment Services | Brooklyn | OH | 02/2026 | Present |
| Keybank | Beaverton | OR | 11/2025 | 02/2026 |
| Unemployed | Plano | TX | 07/2025 | 11/2025 |
| Keybank | Tigard | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-06 |
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