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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 08/2022 |
| Charles Frosland Inc., Dba Appraisal Associates | Eugene | OR | 06/2016 | 04/2019 |
| J. Crew | Eugene | OK | 10/2018 | 12/2018 |
| Windermer Real Estate | Eugene | OR | 05/2015 | 09/2016 |
| The University Of Oregon | Eugene | OR | 09/2014 | 09/2018 |
| Fisher Investments | Camas | WA | 01/2025 | 06/2026 |
| Lane County Department Of Assessment & Taxation | Eugene | OR | 08/2022 | 09/2024 |
| Salon Beck Llc | Portland | OR | 03/2023 | 01/2025 |
| Morgan Stanley | Lake Oswego | OR | 07/2026 | Present |
703582 - TAGB LLC; Investment Related - Yes; Portland, Oregon; Rental Property; Spouse of Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2026; During BusinessHours: 0; After Business Hours: 0; Spouse of Owner, not involved in daily, weekly, monthly or annual operations at all.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-20 |
| S66 | Uniform Combined State Law Examination | 2019-06-17 |
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