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1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-04 |
| WA | RA | APPROVED | 2024-03-04 |
Branch Locations
1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.B. Fitzpatrick & Co. | Boise | ID | 07/2016 | 07/2019 |
| University Of Oregon | Eugene | OR | 08/2019 | 07/2021 |
| Mackay Shields, Llc | New York | NY | 04/2021 | 01/2024 |
| Becker Capital Management | Portland | OR | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
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