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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2023-10-25 |
| CA | RA | APPROVED | 2023-10-25 |
| OR | RA | APPROVED | 2023-10-25 |
| WA | RA | APPROVED | 2023-10-25 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University, Fresno | Fresno | CA | 08/2012 | 12/2016 |
| New York Life | Fresno | CA | 08/2016 | 08/2017 |
| Roush Investment Group | Fresno | CA | 08/2017 | 09/2018 |
| Unemployed | Fresno | CA | 09/2018 | 03/2019 |
| Scf Securities, Inc | Fresno | CA | 03/2019 | 08/2019 |
| Scf Investment Advisors, Inc | Fresno | CA | 03/2019 | 08/2019 |
| American Fidelity Educational Services | Oklahoma City | OK | 08/2019 | 08/2022 |
| Principal Life Insurance Company | Lake Oswego | OR | 08/2022 | 10/2023 |
| Principal Securities Inc | Lake Oswego | OR | 08/2022 | 10/2023 |
| Guardian Life Insurance Company | Lake Oswego | OR | 10/2023 | Present |
| Park Avenue Securities Llc | Lake Oswego | OR | 10/2023 | Present |
1) OUTSIDE INSURANCE POSITION, Start date: 10/16/2023, Address: 5 Center Pointe Dr Suite 220, Lake Oswego OR 97035, 15 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Apex Golf Club-a part owner in this Simulator Golf Business, Start date: 09/15/2025, Address: 18039 SW Lower Boones Ferry Rd, Portland OR, 97224, 12 total hours per month; 4 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-10 |
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