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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherwin Williams | Corvallis | OR | 11/2020 | 06/2022 |
| Ken Wright Cellars | Carlton | OR | 07/2018 | 09/2020 |
| Sport Laughlin Arena | Yamhill | OR | 04/2018 | 07/2018 |
| Reynolds Dog Resort | Mcminnville | OR | 10/2018 | 06/2019 |
| Unemployed | Portland | OR | 06/2022 | 11/2022 |
| Cetera Investment Services Llc | Tigard | OR | 11/2022 | Present |
| Yamhill Carlton High School | Yamhill | OR | 09/2014 | 06/2018 |
| Chemeketa Community College | Salem | OR | 09/2018 | 06/2021 |
| Oregon State University | Corvallis | OR | 01/2021 | 06/2022 |
| Cetera Investment Advisers Llc | Tigard | OR | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-26 |
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