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1631 Ne Broadway St. #815, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-11 |
Branch Locations
1631 Ne Broadway St. #815, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Concord | MA | 06/2015 | 09/2023 |
| Icon Savings Corporation | Denver | CO | 09/2023 | Present |
| Icon Financial Services Llc | Denver | CO | 07/2025 | Present |
I offer sales consulting to my friend for his small business. I do not engage in any financial related discussions or offer investment advice, the consulting is purely related to closing deals and how to improve his pitch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
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