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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED | 2022-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finity Group | Portland | OR | 06/2017 | 10/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2017 | 10/2022 |
| Persimmon Country Club | Gresham | OR | 06/2015 | 05/2017 |
| University Of Oregon | Eugene | OR | 09/2013 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2019 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 10/2022 | Present |
| Bank Of America, N.A. | Portland | OR | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-27 |
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