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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-07-14 |
| WA | RA | APPROVED | 2021-07-14 |
Branch Locations
500 108Th Avenue Ne Suite 2100, Bellevue, WA 98004 • United States
5000 Meadows Road Suite 430, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Portland | OR | 09/2011 | 10/2017 |
| Lpl Financial, Llc | Portland | OR | 10/2017 | 07/2021 |
| Oppenheimer & Co, Inc | Lake Oswego | OR | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-04 |
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