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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-07 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinesis | Portland | OR | 06/2016 | 06/2018 |
| Vista Capital Partners | Portland | OR | 07/2018 | 01/2021 |
| Doner | Portland | OR | 06/2021 | 02/2022 |
| Salesforce | Portland | OR | 02/2022 | 05/2024 |
| Brighton Jones | Portland | OR | 01/2025 | Present |
| Unemployed | Portland | OR | 02/2021 | 05/2021 |
| Student At College Of Financial Planning | Portland | OR | 06/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
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