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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-27 |
| WA | RA | APPROVED | 2024-11-27 |
Branch Locations
500 108Th Avenue Ne Suite 2100, Bellevue, WA 98004 • United States
5000 Meadows Road Suite 430, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Lake Oswego | OR | 08/2022 | 09/2023 |
| Unemployed | Forest Grove | OR | 03/2022 | 08/2022 |
| Better Mortgage | New York | NY | 05/2021 | 03/2022 |
| Finance Of America Mortgage | Portland | OR | 07/2014 | 05/2021 |
| Wedbush Securities | Los Angeles | CA | 12/2023 | 11/2024 |
| Oppenheimer & Co. Inc. | Lake Oswego | OR | 11/2024 | Present |
I OWN A LONGTERM RENTAL LOCATED AT 620 SKYLANE, FOREST GROVE, OR 97116. I MANAGE IT MYSELF USING IT AS A REAL ESTATE INVESTMENT. PURCHASED IN 2021, I LIVED AT THE RESIDENCE UNTIL I MOVED IN 2023 AND RENTED IT OUT DUE TO IT NOT SELLING. I DO NOT DEVOTE ANY TIME TO IT DURING TRADING HOURS AND OVERALL BUSINESS HOURS PER YEAR IS LESS THAN 40. I OWN IT DIRECTLY, COMMUNICATE WITH TENANTS AND SCHEDULE MAINTENANCE AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
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