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15350 Sw Sequoia Pkwy Suite 150, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-03-13 |
| TX | RA | APPROVED | 2019-03-05 |
Branch Locations
15350 Sw Sequoia Pkwy Suite 150, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 02/2012 | 01/2019 |
| Bank Of America, N.A. | Portland | OR | 02/2012 | 01/2019 |
| Peak Brokerage Services, Llc | Jupiter | FL | 02/2019 | Present |
| Financial Investment Team | Portland | OR | 02/2019 | Present |
Financial Investment Team; Financial Services; Investment Advisor Rep; Start Date: 2/2019; Approx Number Of Hours Spent On Activity Per Month: 170; Approx Number Of Hours Spent On Activity Per Month: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
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