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500 Sw 116Th Avenue, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| WA | RA | APPROVED | 2023-04-28 |
| OR | RA | APPROVED | 2022-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Water Wealth, Inc. | Portland | OR | 07/2019 | Present |
| Nike | Beaverton | OR | 08/2018 | 07/2019 |
| Fred Meyer | Portland | OR | 05/2011 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
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