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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 06/2015 | 01/2019 |
| Charles Schwab & Co., Inc | Austin | TX | 01/2019 | 02/2023 |
| The Standard | Portland | OR | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-08 |
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