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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-14 |
| CA | RA | APPROVED | 2024-10-17 |
| OR | RA | APPROVED | 2024-10-17 |
| WA | RA | APPROVED | 2024-10-17 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
12655 Sw Center St Ste 530, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Tigard | OR | 02/2023 | Present |
| Tek Systems Inc | Tigard | OR | 07/2022 | 02/2023 |
| Styy Trading Llc | Tigard | OR | 10/2020 | 07/2022 |
| Tektronix Inc | Beaverton | OR | 03/2018 | 10/2020 |
| Lighting Technologies International | Baldwin Park | CA | 04/2013 | 10/2017 |
| Unemployed | Beaverton | OR | 10/2017 | 03/2018 |
As a life insurance agent, I assess life insurance/annuity needs for clients, submit applications and review policies. Name of the OBA: 9 Fortunes Insurance Services, Inc. It's investment related. Address: 333 Gellert Blvd #228, Daly City, CA, 94015 My position: Insurance Agent Start date: 10/01/2022 80 hrs per month devoted. the number of hours you devote to the other business during securities trading hours: 4hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-06 |
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