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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
Branch Locations
7450 Sw Beveland St Ste 100, Portland, OR 97223-8678 • United States
9665 Sw Allen Blvd Ste 115, Beaverton, OR 97005-4809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dubai American Academy | Dubai | 07/2014 | 07/2017 | |
| Wilson High School | Portland | OR | 08/2017 | 07/2018 |
| University Of Oregon | Eugene | OR | 08/2018 | 06/2022 |
| Subway | Portland | OR | 08/2017 | 11/2017 |
| Redtail Golf Center | Beaverton | OR | 02/2018 | 01/2021 |
| Fortis Lux Financial | Melville | NY | 07/2021 | 09/2021 |
| D.A. Davidson & Co. | Seattle | WA | 07/2022 | 05/2024 |
| Ameriprise Financial Services, Llc | Portland | OR | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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