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Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-14 |
| OR | RA | APPROVED | 2024-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Oregon City | OR | 08/2015 | 11/2024 |
| Financial Advocates Investment Management | Oregon City | OR | 08/2015 | 01/2025 |
| Paradise Advisor Group, Llc | Portland | OR | 11/2024 | Present |
| Alqymi, Llc | Portland | OR | 09/2020 | Present |
1. Licensed insurance professional; not investment-related; same business address; less than 10% of business time. 2) ALQYMI, LLC; Not investment-related; Same business address; Software development company; Founder; Oversee product development; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-07 |
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