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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-30 |
Branch Locations
7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Sarasota | FL | 01/2016 | 06/2021 |
| Smoothie King | Sarasota | FL | 05/2024 | 06/2024 |
| Smoothie King | Sarasota | FL | 07/2021 | 08/2023 |
| Raymond Capital Advisors | Sarasota | FL | 05/2024 | 07/2024 |
| Unemployed | Lakeland | FL | 06/2025 | 01/2026 |
| Unemployed | Lakeland | FL | 09/2023 | 04/2024 |
| Cps Investment Advisors | Lakeland | FL | 08/2024 | 05/2025 |
| Fidelity Investments | Tigard | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-11 |
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