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11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
| OR | RA | APPROVED | 2026-07-29 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Newberg, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bain Wealth Management | Salem | OR | 01/2024 | 04/2026 |
| United Parcel Service | Tualatin | OR | 11/2023 | 12/2023 |
| Northwest Baptist Foundation | Vancouver | WA | 06/2023 | 11/2023 |
| Aldrich Cpas And Advisors | Lake Oswego | OR | 01/2023 | 04/2023 |
| Lacrosse Official | Newberg | OR | 01/2020 | Present |
| State Of Oregon | Hermiston | OR | 08/2019 | 12/2025 |
| Wealth Alliance | El Cajon | OR | 06/2022 | 08/2022 |
| Dominos | Hermiston | OR | 09/2019 | 01/2020 |
| City Of Hermiston Parks And Recreation | Hermiston | OR | 09/2018 | 04/2019 |
| Independent Contractor With The Washington Lacrosse Officials As | Hermiston | OR | 01/2018 | 03/2020 |
| Unemployed Minor | Hermiston | OR | 04/2016 | 09/2018 |
| Price Financial Group | Portland | OR | 04/2026 | 07/2026 |
| Illumination Wealth Management | San Diego | CA | 07/2026 | Present |
(1.) Lacrosse Official. Not investment related. Officiating Lacrosse games at the k-12 grade level. Official. 01/01/2020. 2 hours a months devoted. None of those hours are during trading hours. Officiating lacrosse games. (2.) Independent Life Insurance Agent; 04/2026 Oregon Life & Health Insurance License (3.) Notary Public, Oregon - August 23, 2023. Not Investment Related; Approximately 1 hour a month during trading hours. No payments or income received from notary work. Any notary work I perform is in service to the firm and their clients. My commission expires August 23, 2027.
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