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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-04-13 |
Branch Locations
10220 Sw Greenburg Road Suite 250, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Beaverton | OR | 04/2018 | 10/2018 |
| Benihana | Beaverton | OR | 01/2017 | 12/2019 |
| Lewis And Clark College | Portland | OR | 08/2013 | 05/2017 |
| Finity Group | Portland | OR | 04/2019 | 05/2019 |
| Commonwealth Financial Network | San Diego | CA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-18 |
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