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1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-20 |
Branch Locations
1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 12/2014 | 03/2026 |
| Multnomah Group | Portland | OR | 03/2026 | Present |
Managing partner of That Pizza Place, located in Carlsbad CA. Started on 8/21/2020, devoting approximately 40 hours per month, none during trading hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-29 |
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