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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| AZ | RA | APPROVED | 2024-12-12 |
| OR | RA | APPROVED | 2021-10-07 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
7337 E Doubletree Ranch Rd, Suite 100, Scottsdale, AZ 85258 • United States
6500 S Macadam Avenue Suite 125, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2018 | 12/2020 |
| Network Property Services, Middletown Property Group | Muncie | IN | 01/2017 | 04/2018 |
| Annex By Trinitas Ventures | Oxford | OH | 06/2016 | 01/2017 |
| U.S. Bank | Tigard | OR | 02/2021 | 08/2021 |
| U.S. Bancorp Investments, Inc. | Tigard | OR | 03/2021 | 08/2021 |
| Voya Financial Advisors, Inc. | Portland | OR | 08/2021 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 5331 S Macadam Ave Suite 207; Portland; OR; 97239; Fixed Insurance Sales; Independent Insurance Agent; 10/5/2021; 160; 160; Sales of fixed insurance products| FOREST CREEK PARK HOME OWNERS ASSOCIATION POSITION: Playground Committee Member NATURE: Attending monthly board meetings to give updates on the condition of the playground and whether funds will be needed for maintenance or new bark dust. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 21065 S Mossy Rock Court, Oregon City OR 97045, United States DESCRIPTION: Monitoring the condition of the playground to see if repairs are needed or if bark dust needs replaced. WATER TOWER FINANCIAL, LLC POSITION: Financial Marketing Manager NATURE: Marketing strategy, website upkeep and social media. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/05/2021 ADDRESS: 6500 S Macadam Ave, Suite 125, Portland OR 97239, United States DESCRIPTION: Marketing strategy, website upkeep and social media.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
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