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1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
| OR | RA | APPROVED | 2022-11-23 |
Branch Locations
San Antonio, TX • United States
1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
| OR | RA | APPROVED | 2023-06-12 |
Branch Locations
San Antonio, TX • United States
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR 97035 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc. | San Antonio | TX | 03/2016 | 12/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 03/2016 | 12/2016 |
| Jay Alvarado Humidors | San Antonio | TX | 12/2016 | 10/2021 |
| Frost Bank | San Antonio | TX | 02/2018 | 04/2019 |
| Morgan Stanley | San Antonio | TX | 04/2019 | 10/2021 |
| Morgan Stanley | New York | NY | 05/2019 | 10/2022 |
| Cwm, Llc | Omaha | NE | 06/2023 | Present |
| Northwest Capital Management | Lake Oswego | OR | 10/2022 | 06/2023 |
| Northwest Capital Management | Lake Oswego | OR | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-20 |
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