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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-08 |
| OR | RA | APPROVED | 2025-12-03 |
Branch Locations
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
851 Sw 6Th Avenute Suite 350, Portland, OR 97204 • United States
Corinth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Diego | CA | 10/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 10/2015 | 05/2017 |
| Paychex, Inc | Beaverton | OR | 06/2017 | 03/2020 |
| Paychex Securities Corporation | Beaverton | OR | 06/2017 | 03/2020 |
| Lpl Financial Llc | Portland | OR | 03/2020 | 04/2024 |
| M Holdings Securities, Inc. | Portland | OR | 04/2024 | Present |
| Alliant Retirement Services, Llc | Alpharetta | GA | 08/2025 | Present |
1. PROJECT LEMONADE; 1008 Lloyd Center Mall, Portland OR 97232; Charitable Organization; Not Investment Related; Board Member, Finance Committee; Review financial statements, budget & future initiatives, and support the drafting of the organization's IPS; 01/01/2024; 6 hr/mo; 0 hr/mo during trading hours. 2. Alliant Insurance, Not Investment related, same address as RIA; Insurance Sales, Producer, VP, 08/2025, 1 hour, 1 hour, insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-31 |
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