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200 Sw Market Street Suite 550, Portland, OR 97201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-26 |
Branch Locations
200 Sw Market Street Suite 550, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2012 | 03/2018 |
| New York Life Insurance Co. | Andover | MA | 08/2018 | 01/2019 |
| Nylife Securities Llc | Andover | MA | 09/2018 | 01/2019 |
| Unemployed | Andover | MA | 03/2018 | 08/2018 |
| Empower Retirement | Andover | MA | 01/2019 | 11/2022 |
| Voya | Sherwood | OR | 01/2023 | 02/2024 |
| Voya Financial Partners, Llc | Sherwood | OR | 01/2023 | 02/2024 |
| Deschutes Investment Consulting, Llc | Portland | OR | 01/2026 | Present |
| Pcs Retirement | Sherwood | OR | 04/2024 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-16 |
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