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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon State University | Corvallis | OR | 09/2012 | 07/2021 |
| Osu Catering | Corvallis | OR | 04/2016 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2017 | 07/2021 |
| Avier Wealth Advisors | Bellevue | WA | 07/2021 | 07/2022 |
| Copper Banking | Portland | OR | 09/2022 | 01/2023 |
| Fidelity Investments | Tigard | OR | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
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