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Middleton, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
| OR | RA | APPROVED | 2025-02-14 |
Branch Locations
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Advisory, Llc | Eagle | ID | 10/2024 | Present |
| Unchained Capital, Llc | Austin | TX | 04/2023 | 10/2024 |
| Holy Trinity Catholic Church | Beaverton | OR | 07/2019 | 04/2023 |
| University Of Portland | Portland | OR | 02/2015 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-06 |
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