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8215 Sw Tualatin-Sherwood Road Suite 200, Tualatin, OR 97062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-18 |
| WA | RA | APPROVED | 2021-04-30 |
Branch Locations
8215 Sw Tualatin-Sherwood Road Suite 200, Tualatin, OR 97062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepsico | Portland | OR | 05/2014 | 05/2018 |
| Lynchwood Church Of God | Portland | OR | 09/2016 | Present |
| Ryan Financial Solutions, Llc | Gresham | OR | 04/2021 | Present |
WORSHIP LEADER POSITION: Overseer of Worship Ministries NATURE: I lead music at church on Sunday mornings INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2016 ADDRESS: 3818 SE 174th Ave, Portland OR 97236, United States DESCRIPTION: I lead music at church on Sunday mornings. INSURANCE POSITION: Financial Advisor NATURE: Insurance and Financial Advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/27/2018 ADDRESS: 29320 SW MOUNTAIN ROAD, West Linn OR 97068, United States DESCRIPTION: I am licensed to sell the following insurance products to my clients: life insurance, fixed/fixed indexed annuities, health insurance, medigap supplemental insurance, dental and vision insurance. HERON POINTE HOA TREASURER POSITION: Treasurer NATURE: I advise on the HOA Dues. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2016 ADDRESS: 1447 SW 17th Ct., Gresham, OR OR 97080, United States DESCRIPTION: I help the HOA Management Company with our HOA dues. THREADBARE COFFEE LLC POSITION: Partner NATURE: Coffee Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2018 ADDRESS: 10029 NW Iron Ridge Pl, North Plains OR 97133, United States DESCRIPTION: I advise my brother how he should run the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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