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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forest Hills Wealth Llc | Hillsboro | OR | 12/2022 | Present |
| Portland State University | Portland | OR | 09/2020 | 08/2022 |
| Filkins Group | Tigard | OR | 06/2021 | 12/2021 |
| Corvel Corporation | Milwaukie | OR | 08/2022 | 10/2022 |
| Togos Sandwiches | Beaverton | OR | 10/2017 | 08/2022 |
| Chipotle | Portland | OR | 03/2017 | 10/2017 |
| Portland Community College | Tigard | OR | 09/2018 | 08/2022 |
| School | Beaverton | OR | 09/2013 | 08/2018 |
| Osaic | Hillsboro | OR | 02/2024 | Present |
FOREST HILLS WEALTH, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2022 ADDRESS: 245 SE 5th Ave, Hillsboro OR 97123, United States DESCRIPTION: Supporting the Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
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