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6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-14 |
Branch Locations
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Human Investing | Lake Oswego | OR | 10/2025 | Present |
| Providence St. Joseph Health | Renton | WA | 09/2017 | 10/2025 |
| Unemployed | Portland | OR | 06/2017 | 09/2017 |
| William Temple House | Portland | OR | 03/2017 | 06/2017 |
| Unemployed | Portland | OR | 07/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-14 |
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