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500 Sw 116Th Avenue, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| WA | RA | APPROVED | 2026-01-06 |
| OR | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Water Wealth | Portland | OR | 05/2021 | 08/2022 |
| Blue Water Wealth | Portland | OR | 04/2024 | Present |
| Blue Water Wealth | Portland | OR | 07/2023 | 03/2024 |
| Rigert Elite Gymnastics | Troutdale | OR | 02/2019 | 06/2020 |
| Top Flyte Gymnastics | Troutdale | OR | 05/2018 | 02/2019 |
| Oregon State University | Eugene | OR | 09/2019 | 06/2023 |
| Sam Barlow High School | Gresham | OR | 09/2018 | 06/2019 |
| Corbett High School | Corbett | OR | 09/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
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