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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-24 |
| MO | RA | APPROVED | 2022-07-12 |
| OR | RA | APPROVED | 2022-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cgc Financial Services | Lake Oswego | OR | 06/2019 | 01/2022 |
| Aldrich | Lake Oswego | OR | 12/2017 | 06/2019 |
| Summit Wealth Management | Salem | OR | 08/2017 | 12/2017 |
| Hallie Ford Museum Of Art | Salem | OR | 05/2016 | 05/2017 |
| Willamette University, College Of Law | Salem | OR | 05/2015 | 04/2017 |
| Willamette University, Department Of Psychology | Salem | OR | 08/2016 | 05/2017 |
| Delta Gamma Fraternity | Salem | OR | 12/2015 | 12/2016 |
| N/A | Salem | OR | 05/2017 | 08/2017 |
| Royal Alliance Associates, Inc. | Lake Oswego | OR | 08/2020 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 03/2022 | Present |
DELTA GAMMA ALUMNAE, WILLAMETTE VALLEY REGION, INVT RELATED, COLUMBUS, OH, VICE PRESIDENT OF FINANCE, START DATE 7/22/2024, 15 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, KEEP BOOKS, COLLECTING LOCAL DUES, PREPARE BUDGET FOR APPROVAL, PAY CHAPTER/ASSOCIATION DUES. TCM ADVISORS PC - 100% ; INV RELATED;SALEM,OR; BUSINESS ;100% OWNERSHIP; START DATE: 03/22/2022; 5 HRS PER MONTH; - HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-01 |
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