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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
| WA | RA | APPROVED | 2025-03-06 |
Branch Locations
Wilsonville, OR • United States
110 S Bancroft Street Suite A, Portland, OR 97239-4062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investor Services, Llc | Lake Oswego | OR | 08/2024 | 01/2025 |
| Massmutual Life Insurance Co. | Lake Oswego | OR | 08/2024 | 01/2025 |
| Marys Woods | West Linn | OR | 05/2019 | 09/2019 |
| Ace Hardware | West Linn | OR | 05/2020 | 09/2020 |
| City Of West Linn | West Linn | OR | 07/2021 | 09/2021 |
| Northwestern Mutual | Lake Oswego | OR | 02/2022 | 12/2023 |
| Student | West Linn | OR | 01/2013 | 06/2020 |
| Student Oregon State University | Corvallis | OR | 09/2020 | 06/2024 |
| Ameriprise Financial Services, Llc | Portland | OR | 02/2025 | Present |
Outside Employment; Double Circle Spirits; Help with the operation and sales of the distillery; Retail; 2410 Bellevue Terrace, , West Linn, OR, 97068; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-23 |
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