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1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
| OR | RA | APPROVED | 2026-05-21 |
Branch Locations
1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Lending Resources, Inc. | Los Angeles | CA | 01/1997 | 09/2019 |
| Wells Fargo Bank | Beverly Hills | CA | 04/2020 | 12/2025 |
| Becker Capital | Portland | OR | 02/2026 | Present |
| Unemployed | Los Angeles | CA | 09/2019 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-21 |
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