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5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-27 |
Branch Locations
777 Third Avenue 10Th Fl, New York, NY 10017 • United States
5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Seattle | WA | 03/2014 | 12/2020 |
| Hohimer Wealth Management, Llc | Seattle | WA | 01/2021 | 09/2021 |
| Aca Global | Wenatchee | WA | 09/2021 | 11/2022 |
| Concreit, Inc. | Wenatchee | WA | 12/2022 | 04/2023 |
| Key Bridge Compliance | Wenatchee | WA | 04/2023 | 02/2024 |
| Triad Wealth Partners | Lawrence | KS | 08/2023 | 02/2024 |
| Confluence Technologies | New York | NY | 02/2024 | Present |
| Aerodigm Wealth, Llc | Lake Oswego | OR | 12/2025 | Present |
Real-estate management; non-investment related; Wenatchee, WA; Property management; Managing member; Jan. 2025; 4 hrs./month; not during securities trading hours; manage real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-06 |
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