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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States
Tigard, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. / Vanguard Marketing Corporation | Scottsdale | AZ | 05/2014 | 11/2017 |
| Jp Morgan Securities Llc | West Linn | OR | 11/2017 | 10/2018 |
| Jpmorgan Chase Bank | West Linn | OR | 11/2017 | 10/2018 |
| Valic Financial Advisors, Inc. | Portland | OR | 10/2018 | 02/2019 |
| Fidelity Brokerage Services, Llc | Tigard | OR | 03/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-02 |
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