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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-15 |
Branch Locations
121 Sw Morrison Street Suite 875, Portland, OR 97204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colonial Life | Portland | OR | 06/2017 | 03/2018 |
| La Victoria Farm | Quito | 12/2015 | Present | |
| Smi Solutions | Tigard | OR | 04/2016 | 04/2017 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2018 | Present |
BlueCross BlueShield of Oregon, 07/2020, Health Insurance, Less than $10K annual comp. La Victoria Farm, Owner, Agriculture/production of hearts of palm. Located in Ecuador, 20 hours a month, 04/2016, $5000.00 annual Comp. Colonial Life, 01/01/2018, Accident, Catastrophic Illness, 1K annual comp. Kaiser, 05/04/2021, Health, $10K annual comp Providence, 12/31/2021, Heatlh, $2K annual comp
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-21 |
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