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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2175 Nw Raleigh St Suite #110, Portland, OR 97210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cordant Wealth Partners | Portland | OR | 08/2025 | 06/2026 |
| Rvk Inc. | Portland | OR | 02/2024 | 08/2025 |
| University Of Idaho Latah County Extension | Moscow | ID | 01/2023 | 01/2024 |
| Student | Declo | ID | 08/2013 | 01/2024 |
| Cerity Partners, Llc | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
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