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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-09-01 |
Branch Locations
17933 Nw Evergreen Pkwy Suite 111, Beaverton, OR 97006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lomas Financial Services Inc. | Hillsboro | OR | 05/2011 | Present |
| Mortgage Trust | Portland | OR | 06/2016 | 10/2017 |
| Guild Mortgage | Portland | OR | 10/2017 | 09/2018 |
| Hometown Lenders, In. | Portland | OR | 04/2020 | Present |
| Sagepoint Financial, Inc. | Hillsboro | OR | 05/2021 | 09/2023 |
| Osaic Wealth, Inc. | Beaverton | OR | 09/2023 | Present |
1) Lomas Financial Services Position: Licensed Agent; Nature: Corporation; Investment related: Yes; Number of hours: 2; Number of trading hours: 2 Start Date: 1/1/2015 Address: 210 SE 4th Ave, Suite 2, Hillsboro, OR 97123 Description: Sell life insurance to existing clients. 2) Lomas Accounting Services Position: Administrative Assistant; Sole Proprietorship; Investment related: Yes; Number of hours: 10; Number of trading hours: 10 Start Date: 1/1/2014 Address: 210 SE 4th Ave, Suite 2, Hillsboro, OR 97123 Description: Providing administrative assistance during tax season. 3)BENCHMARK POSITION: Loan officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2022 ADDRESS: 650 NE HolladaySt, Suite 1600 Office 1628, Portland OR 97232, United States DESCRIPTION: Provide home loan counselling, pre approvals, and applicationsfor residential purchases and refinances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
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