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5200 S Macadam Ave. Suite 320, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-09 |
Branch Locations
1306 Nw Hoyt St Suite 408, Portland, OR 97212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Trust | Santa Fe | NM | 09/2015 | Present |
I am also employed by Avalon Trust. Avalon Trust is an investment related business. The address is 125 Lincoln Avenue, Suite 301, Santa Fe, New Mexico, 87501. Avalon Trust is a trust company, regulated under the laws of New Mexico. My position is Sr. Vice President, and I began my relationship with Avalon Trust in September of 2016. I devote 60 hours a month to my work at Avalon Trust, about 40 of these hours come during securities trading hours. My duties primarily involve relationship management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-08 |
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