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7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED_RES | 2023-10-04 |
Branch Locations
7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2014 | 09/2023 |
| Price Financial Group Wealth Management, Inc. | Portland | OR | 09/2023 | Present |
03/2014, INSURANCE AGENT. LIFE, HEALTH, FIXED ANNUITIES. NOT INVESTMENT RELATED. VARIOUS CARRIERS. TIME SPENT = 20 HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-01 |
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