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Vancouver, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-22 |
| CA | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED_RES | 2024-10-29 |
| WA | RA | APPROVED | 2024-10-10 |
| OR | RA | APPROVED | 2022-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Consulting Group | Walnut Creek | CA | 01/2022 | 06/2022 |
| Fisher Investments | Camas | WA | 01/2019 | 01/2022 |
| Adecco Group | Mountain View | CA | 12/2016 | 11/2018 |
| Arikkan | Vancouver | WA | 10/2015 | 11/2016 |
| Wide Eye Capital Llc | Vancouver | WA | 07/2022 | Present |
| Multnomah County | Portland | OR | 01/2023 | Present |
Multnomah County Behavioral Health Reporting; Working as a Development Analyst; This is not an investment related business; Started 1-31-23; Spending 160-170 hours a month; Duties include writing SQL scripts, handling stakeholder requests and updating dashboards for Behavioral Health department stakeholders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
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