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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-03 |
| OR | RA | APPROVED | 2026-02-03 |
| WA | RA | APPROVED | 2019-10-24 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Glen Ellyn | IL | 09/2014 | 09/2016 |
| Fisher Investments | Camas | WA | 10/2016 | 05/2019 |
| Unemployed/Extended Travel | Vancouver | WA | 06/2019 | 07/2019 |
| Guardian Life Insurance Company Of America | Lake Oswego | OR | 07/2019 | Present |
| Park Avenue Securities | Lake Oswego | OR | 07/2019 | Present |
BARTENDER START DATE: 08/05/2019 ADDRESS: 1126 SW MORRISON ST, PORTLAND OR 97205 30 HOURS PER MONTH/6 DURING TRADING TIMES NON INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-30 |
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