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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| OR | RA | APPROVED | 2022-06-23 |
Branch Locations
13221 Sw 68Th Pwky #460, Tigard, OR 97223 • United States
Beaverton, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sprint | Beaverton | OR | 04/2004 | 07/2017 |
| Unemployed | Beaverton | OR | 08/2017 | 04/2018 |
| New York Life Insurance Co. | Portland | OR | 04/2018 | 12/2020 |
| Nylife Securities Llc | Portland | OR | 09/2018 | 12/2020 |
| Crown Capital Securities Lp | Orange | CA | 01/2021 | 09/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2022 | Present |
| Unemployed | Portland | OR | 10/2021 | 01/2022 |
| Cetera Investment Advisers Llc | Beaverton | OR | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-31 |
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