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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
450 Nw Franklin Ave, Bend, OR 97703 • United States
61479 S Hwy 97, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bend | OR | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Bend | OR | 04/2026 | Present |
| Fields Property Solutions, Llc | La Pine | OR | 06/2024 | Present |
| Fidelity Brokerageservices Llc | Beaverton | OR | 10/2024 | 03/2026 |
| Fidelity Investments | Beaverton | OR | 09/2024 | 03/2026 |
| Oregon Metro | Portland | OR | 04/2024 | 02/2026 |
| Twisted Pine | Portland | OR | 11/2022 | 06/2024 |
| Arbor Point Advisors | Portland | OR | 11/2020 | 12/2022 |
| Securities America | Portland | OR | 11/2020 | 12/2022 |
| Lion Financial | Portland | OR | 01/2017 | 12/2022 |
| Kms | Portland | OR | 01/2018 | 11/2020 |
| Ross F Carroll Inc | Oakdale | CA | 01/2014 | 12/2016 |
| Tee Haw Golf | La Pine | OR | 04/2026 | Present |
Entity Name: Fields Property Solutions, LLC Investment related: No Address: Private Residence Nature of the other business: General Contracting Position/Title/Relationship: Owner/Partner Start Date: 06/24/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have my construction contractors license. Previously I had worked with property management companies to help with handyman work on residences. Entity Name: Tee Haw Golf Investment related: No Address: Private Residence Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 04/09/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Tee Haw Golf is a retail golf clothing and accessories brand. I own the trademark to "Tee Haw Golf". Tee Haw Golf operates an online Shopify store, as well as market the brand to retail stores, as well as public golf courses, and western stores. Products will include Hats, Golf Polos, and Golf accessories.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-09 |
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