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Hood River, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-11 |
| OR | RA | APPROVED | 2022-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Beaverton | OR | 01/2015 | 10/2022 |
| Cross Financial Advisors, Llc | Beaverton | OR | 05/2017 | 10/2022 |
| Nest Financial Planning, Llc | Hood River | OR | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-31 |
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