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9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
| CO | RA | APPROVED | 2026-08-17 |
| OR | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2026-08-17 |
| WA | RA | APPROVED | 2026-08-17 |
Branch Locations
9400 Sw Barnes Rd. Suite 309, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Was Unemployed | Eugene | OR | 06/2016 | 09/2023 |
| Mathnasium | Eugene | OR | 10/2023 | 08/2024 |
| Wealth Advisors Nw | Portland | OR | 06/2026 | Present |
| Wealth Advisors Northwest Llc | Portland | OR | 06/2026 | Present |
| Rose City Golf | Portland | OR | 09/2024 | 06/2025 |
| Private Math Tutoring | Portland | OR | 08/2023 | 06/2025 |
| Unemployed | Portland | OR | 07/2025 | 03/2026 |
| Traveling | Portland | OR | 04/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
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