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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
7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Wilsonville | OR | 12/2021 | 06/2022 |
| Western Oregon University | Monmouth | OR | 02/2021 | 12/2021 |
| Subway | Monmouth | OR | 08/2020 | 02/2021 |
| Illahe Country Club | Salem | OR | 04/2019 | 09/2019 |
| Hoopsource Llc | Portland | OR | 03/2018 | 03/2019 |
| Jimmy John's | Tigard | OR | 01/2014 | 07/2017 |
| Fidelity Investments | Tigard | OR | 06/2022 | Present |
| Unemployed | Monmouth | OR | 07/2017 | 03/2018 |
| Unemployed | Monmouth | OR | 09/2019 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
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