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2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED_RES | 2025-06-26 |
Branch Locations
1140 Sw Washington Street Suite 650, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jgp Wealth Management, Llc | Portland | OR | 06/2021 | Present |
| Indian Creek Golf Course | Hood River | OR | 06/2020 | 01/2021 |
| The Greenbrier Companies | Lake Oswego | PA | 05/2019 | 06/2021 |
| Shubin Law | State College | PA | 12/2018 | 08/2019 |
| Penn State Law | University Park | PA | 05/2018 | 09/2018 |
| Portland Running Company | Beaverton | OR | 02/2016 | 08/2017 |
| Pennsylvania State University | State College | PA | 09/2017 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-24 |
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