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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-02 |
| WA | RA | APPROVED | 2026-07-02 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
14725 Sw Teal Blvd, Beaverton, OR 97007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Portland | OR | 11/2017 | 06/2022 |
| Toyota Of Portland | Portland | OR | 09/2017 | 11/2017 |
| Unemployed | Portland | OR | 08/2017 | 09/2017 |
| Jim Bacons Tire Pros | Beaverton | OR | 03/2015 | 08/2017 |
| Jp Morgan Securities, Llc | Portland | OR | 11/2017 | 06/2022 |
| Unemployed | Lake Oswego | OR | 06/2022 | 02/2023 |
| U.S. Bank | Portland | OR | 02/2023 | 04/2026 |
| U.S. Bancorp Investments, Inc. | Portland | OR | 02/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Portland | OR | 02/2026 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Vancouver | WA | 04/2026 | Present |
Cervantes Condo HOA; Not Investment-Related; Lake Oswego, OR; President of HOA; President of HOA; 12/15/2026; 5 hours/month; 0 hours/Trading; President of HOA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-19 |
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