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4525 Sw Condor Ave, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-21 |
| WA | RA | APPROVED | 2019-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portland | OR | 01/2019 | Present |
| Preisz Financial | Portland | OR | 01/2019 | Present |
| Aspen Capital | Beaverton | OR | 01/2016 | 07/2017 |
| Preisz Financial | Portland | OR | 09/2017 | 01/2019 |
| Lpl Financial, Llc | Portland | OR | 09/2017 | 01/2019 |
9/2019 - Registered Investment Advisor - Preisz Financial 12/28/2018 - Shareholder- Preisz Financial
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
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