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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-17 |
Branch Locations
5885 Sw Meadows Road Ste 150, Lake Oswego, OR 97035 • United States
500 Newport Center Dr Ste 850, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bed Bath And Beyond | Tigard | OR | 05/2021 | 09/2021 |
| Full-Time Education | Tigard | OR | 09/2008 | 06/2021 |
| Full-Time Education | Corvallis | OR | 09/2021 | 06/2025 |
| Wedbush Securities | Lake Oswego | OR | 06/2022 | 09/2022 |
| Campbell Global | Portland | OR | 06/2024 | 08/2024 |
| Oregon State Univeristy Advantage Accelerator | Corvallis | OR | 09/2023 | 06/2025 |
| Wedbush Securities | Lake Oswego | OR | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
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