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Edgewood, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-11-21 |
| NM | RA | APPROVED | 2025-11-13 |
| WA | RA | APPROVED | 2025-11-12 |
| FL | RA | APPROVED | 2024-06-27 |
| CA | RA | APPROVED | 2024-04-03 |
| CO | RA | APPROVED | 2024-03-28 |
| NV | RA | APPROVED | 2024-03-20 |
| OR | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 06/2014 | 05/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2014 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2018 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2018 | 01/2022 |
| Lpl Financial, Llc | Tigard | OR | 01/2022 | 12/2023 |
| Cross Financial Advisors | Beaverton | OR | 01/2022 | 12/2023 |
| Finity Group | Portland | OR | 06/2018 | 01/2022 |
| Finance Wisdom Llc | Tigard | OR | 01/2024 | 04/2024 |
| Finance Wisdom Llc | Gresham | OR | 04/2024 | 06/2024 |
| Finance Wisdom Llc | Sandy | OR | 06/2024 | Present |
1. 1/15/2024 - Independent Insurance Producer, helping clients obtain life insurance, disability insurance, & Long Term Care Insurance. Start Date: 1/15/2024 - 10 Hours Per Month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-01 |
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