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1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-12-06 |
Branch Locations
16325 Boones Ferry Road Suite 100, Lake Oswego, OR 97035 • United States
1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Beaverton | OR | 06/2012 | Present |
| Key Private Bank | Portland | OR | 10/2013 | 04/2017 |
| Vision Capital Management | Portland | OR | 04/2017 | 11/2018 |
| Evergreen Gavekal | 10500 Ne 8Th St, Suite 950 | WA | 11/2018 | Present |
LANDLORD, START DATE 06/01/2012. BEAVERTON, OREGON. HOURS PER MONTH LESS THAN 20. I OWN SEVERAL RENTAL PROPERTIES WHICH MY HUSBAND, MARTS, MANAGES. Name: CASA Clackamas County Investment-related: no Address: 421 High St #108, Oregon City, OR 97045 Nature of business: non-profit Position: Board Member Start Date: 10/1/21 Hours/month: 4
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-28 |
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