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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-24 |
| OR | RA | APPROVED | 2026-06-10 |
Branch Locations
1345 Nw Wall Street Suite 300, Bend, OR 97703-1972 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2023 | Present |
| Starbucks | Redmond | OR | 06/2016 | 09/2017 |
| Ulta Beauty | Eugene | OR | 08/2018 | 11/2020 |
| Summit Health | Bend | OR | 07/2021 | 08/2021 |
| Rosell Wealth Management | Bend | OR | 10/2021 | 07/2022 |
| Honda Of Bend | Bend | OR | 11/2022 | 01/2023 |
| Pastini | Bend | OR | 06/2022 | 10/2022 |
| Brasada Ranch | Powell Butte | OR | 06/2018 | 08/2018 |
| Robberson Ford | Bend | OR | 09/2020 | 04/2021 |
| University Of Oregon | Eugene | OR | 09/2017 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-14 |
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