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7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-31 |
| WA | RA | APPROVED | 2026-03-23 |
Branch Locations
7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
7160 Sw Fir Loop Suite 201, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 03/2018 | 12/2019 |
| University Of Cincinnati | Cincinnati | OH | 08/2016 | 05/2018 |
| Cincinnati Ballet | Cincinnati | OH | 12/2016 | 08/2017 |
| Cincinnati Symphony Orchestra | Cincinnati | OH | 08/2016 | 01/2017 |
| Bank Of America, N.A. | Cincinnati | OH | 06/2018 | 12/2019 |
| Fisher Investments | Camas | WA | 01/2021 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 12/2019 | 01/2021 |
| Unemployed | Vancouver | WA | 10/2025 | 03/2026 |
| Price Financial Group Wealth Management, Inc. | Tigard | OR | 03/2026 | Present |
the name of the other business; Justin Reid Production LLC whether the business is investment-related; No the address of the other business; Vancouver, WA the nature of the other business; producing music to be placed in film your position; owner title, or relationship with the other business; owner the start date of your relationship; 10/13/22 the approximate number of hours/month you devote to the other business; >10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; produce music and distribute to music libraries, who then broker corporate contracts for usage. the name of the other business; MusicPortland whether the business is investment-related; No the address of the other business; 2320 NE Wasco St Portland, OR 97232 the nature of the other business; Membership organization for music industry professionals your position; Board Volunteer title, or relationship with the other business; Board Volunteer the start date of your relationship; 02/19/2025 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Economic development research for a musicians trade organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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