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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-19 |
| WA | RA | APPROVED | 2026-05-19 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bend | OR | 02/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Bend | OR | 01/2024 | 04/2026 |
| Unemployed | Yantai | 02/2015 | 12/2023 | |
| At Home Care Group | Bend | OR | 04/2025 | Present |
| Zen Massage Therapy Llc | Christmas Valley | OR | 06/2025 | Present |
| Wells Fargo Clearing Services, Llc | Bend | OR | 05/2026 | Present |
| Wells Fargo Bank, Na | Bend | OR | 04/2026 | Present |
Entity Name: ZEN MASSAGE THERAPY LLC Investment related: No Address: Private Residence Nature of the other business: Health & Wellness Position/Title/Relationship: Owner Partner Start Date: 06/16/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: MASSAGE THERAPHY BUSINESS, I am the sole owner of the business. Entity Name: AT HOME CARE GROUP Investment related: No Address: 856 NW BOND ST SUITE 230, BEND, OR, 97701 Nature of the other business: Assisted Living Position/Title/Relationship: Employee/Contractor Start Date: 04/29/2025 Approximate # of hours a week: More than 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: CAREGIVER FOR FAMILY MEMBER AT NIGHT TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
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