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1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2024-11-04 |
| OR | RA | APPROVED | 2019-05-30 |
| WA | RA | APPROVED | 2019-05-30 |
Branch Locations
1211 Sw Fifth Ave Suite 2185, Portland, OR 97204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 06/2014 | 05/2019 |
| Becker Capital Management, Inc | Portland | OR | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-26 |
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