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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
17650 Ne Sandy Blvd, Gresham, OR 97230 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaverton | OR | 11/2021 | 11/2023 |
| Brian Koenig State Farm Agency | Wilsonville | OR | 03/2020 | 07/2021 |
| Unemployed | Tigard | OR | 08/2021 | 10/2021 |
| Unemployed | Tigard | OR | 11/2019 | 02/2020 |
| Coyote Logistics | Wilsonville | OR | 06/2018 | 10/2019 |
| George Fox University | Newberg | OR | 08/2014 | 04/2018 |
| Columbia Employee Store | Portland | OR | 11/2017 | 12/2017 |
| Enterprise Rent A Car | Portland | OR | 06/2017 | 09/2017 |
| Bank Of America, N.A. | Beaverton | OR | 11/2021 | 11/2023 |
| J.P. Morgan Securities Llc | Portland | OR | 01/2024 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 01/2024 | 07/2025 |
| Unemployed | Newberg | OR | 05/2018 | 05/2018 |
| Unemployed | Vancouver | WA | 12/2023 | 01/2024 |
| U.S. Bancorp Investments, Inc. | Gresham | OR | 07/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Gresham | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-24 |
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