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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
111 South State Street, Lake Oswego, OR 97034 • United States
11354 Sw Durham Rd, Tigard, OR 97224 • United States
8559 Sw Old Tualatin Sherwood Rd, Tualatin, OR 97062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank | Dublin | OH | 05/2015 | 02/2021 |
| Key Investment Services | Tualatin | OR | 02/2021 | 10/2021 |
| Keller Williams | Tualatin | OR | 10/2021 | 07/2022 |
| Key Investment Services | Newberg | OR | 07/2022 | 01/2024 |
| J.P. Morgan Securities Llc | Tualatin | OR | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Tualatin | OR | 01/2025 | Present |
| Key Investment Services | Newberg | OR | 01/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-17 |
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