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9755 Sw Barnes Rd Suite 610, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-02 |
| WA | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Bend | OR | 12/2021 | 04/2023 |
| Fisher Investments | Camas | WA | 04/2020 | 12/2021 |
| Tz Medical | Tualatin | OR | 06/2019 | 03/2020 |
| Ace Hardware | Bend | OR | 06/2018 | 01/2019 |
| Straight Edge Maintenance | Redmond | OR | 02/2018 | 05/2018 |
| Lowes Inc. | Bend | OR | 01/2018 | 03/2018 |
| Crosswater Golf Course | Sunriver | OR | 07/2017 | 10/2017 |
| Dutch Bros. Coffee | Bend | OR | 03/2015 | 07/2017 |
| Oregon State University | Corvallis | OR | 09/2017 | 06/2019 |
| Central Oregon Community College | Bend | OR | 06/2015 | 03/2018 |
| Charles Schwab & Co., Inc. | Bend | OR | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Bend | OR | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-31 |
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