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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-24 |
| OR | RA | APPROVED | 2026-06-24 |
| WA | RA | APPROVED | 2026-06-24 |
Branch Locations
10900 Ne 8Th Street Suite 1670, Bellevue, WA 98004 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lake Oswego | OR | 02/2016 | 10/2020 |
| Richard Williams Jr. | Lake Oswego | OR | 02/2016 | 10/2020 |
| Various Insurance Carriers For W & R Insurance Agencies | Tigard | OR | 02/2016 | 10/2020 |
| Clear Transitions Pdx | Portland | OR | 12/2012 | 04/2021 |
| Erica Jean Cortez | Beaverton | OR | 01/2006 | 05/2022 |
| Erica Jean Cortez | Beaverton | OR | 09/2015 | 06/2023 |
| James Walsh | Lake Oswego | OR | 08/2018 | 10/2020 |
| Peak Brokerage Services, Llc | Jupiter | FL | 01/2021 | 04/2021 |
| Empirical Wealth Management | Portland | OR | 10/2021 | 03/2022 |
| Commonwealth Financial Network | San Diego | CA | 03/2022 | 08/2023 |
| Advanced Wealth Management | Portland | OR | 03/2022 | 08/2023 |
| Northwest Investment Counselors Llc | Lake Oswego | OR | 09/2023 | 12/2024 |
| Wealth Enhancement Group | Lake Oswego | OR | 01/2025 | 07/2025 |
| Wealth Enhancement Advisory Services | Lake Oswego | OR | 01/2025 | 07/2025 |
| Mariner | Overland Park | KS | 07/2025 | 06/2026 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2026 | Present |
RENTAL PROPERTY - TIGARD, OR. OWNER OF 3 RENTAL UNITS. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-24 |
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