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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-12 |
| WA | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Portland | OR | 12/2019 | 03/2020 |
| U.S. Bank | Portland | OR | 09/2016 | 12/2019 |
| Mccormick & Schmick's | Portland | OR | 06/2016 | 09/2016 |
| Portland State University | Portland | OR | 09/2016 | 12/2019 |
| E*Trade Capital Management, Llc | Portland | OR | 03/2020 | 07/2020 |
| Pure Portfolios Holdings Llc | Portland | OR | 10/2020 | 05/2025 |
| Unemployed | Portland | OR | 07/2020 | 10/2020 |
| Root Financial Partners | Encinitas | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-09 |
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