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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregonian Credit Union | Beaverton | OR | 10/2021 | 04/2022 |
| Melody Event Center | Portland | OR | 05/2020 | 08/2021 |
| Western Athletic Clubs Inc | Tigard | OR | 09/2018 | 05/2020 |
| Forty To Five | Portland | OR | 04/2018 | 08/2018 |
| Alaska 360 | Skagway | AK | 05/2017 | 09/2017 |
| Cheerful Bullpen Inc | Portland | OR | 02/2017 | 04/2017 |
| Alaska 360 | Skagway | AK | 05/2016 | 09/2016 |
| Fidelity Investments | Beaverton | OR | 04/2022 | Present |
| Unemployed | Portland | OR | 10/2017 | 03/2018 |
| Unemployed | Portland | OR | 09/2016 | 01/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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