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Sherwood, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Undergraduate Student | Fairview | PA | 02/2014 | 03/2018 |
| Wooster Corthell Wealth Management, Inc. | Glastonbury | CT | 03/2018 | 10/2019 |
| Magpie Family Investment Services | Sherwood | OR | 06/2020 | Present |
| Thimbleberry Financial, Inc. | Portland | OR | 12/2019 | 05/2020 |
| Unemployed | Middle Haddam | CT | 10/2019 | 12/2019 |
| Ess | Hillsboro | OR | 11/2024 | Present |
Substitute Teacher for grades K-12, working for ESS in multiple Oregon school districts. Non-investment-related business. Approximately 30 hours per week. Approximately 16 hours per week during securities trading hours. Position began in November 2024. ESS 1915 NE Stucki Ave Suite 260 Hillsboro, OR 97006
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