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1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-26 |
Branch Locations
1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Multnomah Group | Portland | OR | 06/2023 | Present |
| Uc Berkeley | Berkeley | CA | 08/2020 | 06/2024 |
| Portland Public School | Portland | OR | 08/2014 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-24 |
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