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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-08 |
Branch Locations
7140 Sw Fir Loop Suite 225, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Portland | OR | 08/2013 | Present |
| Mml Investors Services | Portland | OR | 09/2013 | 01/2018 |
| Kms Financial Services, Inc | Seattle | WA | 01/2018 | 11/2020 |
| Securities America, Inc. | Portland | OR | 11/2020 | 06/2024 |
| Arbor Point Advisors | Portland | OR | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Portland | OR | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. DIAMOND FINANCIAL PARTNERS POSITION: agent NATURE: Life & Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 25 START DATE: 02/01/2018 ADDRESS: 7140 SW Fir Loop, Suite 225, Portland OR 97223, United States DESCRIPTION: Sale and services of life and health insurance including group contracts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-07 |
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