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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-09-17 |
Branch Locations
Columbia Business Center 9900 Sw Greenburg Rd, Suite 130, Portland, OR 97223 • United States
Forest Grove, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Portland | OR | 07/2016 | 08/2018 |
| Tiaa | Portland | OR | 09/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Portland | OR | 09/2018 | Present |
| Amerivest Investment Management Llc | Portland | OR | 07/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-15 |
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