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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-06 |
| WA | RA | APPROVED | 2021-03-25 |
Branch Locations
5 Centerpointe Dr Ste 250, Lake Oswego, OR 97035-8652 • United States
15609 Se Mill Plain Blvd Ste 100, Vancouver, WA 98684 • United States
242 Nw Chehalis Ave, Chehalis, WA 98532 • United States
Tualatin, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Portland | OR | 06/2017 | 03/2021 |
| Mml Investors Services, Llc | Portland | OR | 05/2018 | 03/2021 |
| Linfield Conference & Events | Mcminnville | OR | 08/2015 | 06/2017 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2021 | Present |
Outside Employment; Fulcrum Wealth Management Group; Employee, financial advisor; Manage advisory business; 4380 S Macadam Ave, Suite 180, Portland, OR, 97239; Investment-Related; 04/01/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Coaching, Scholarship Work; Volunteer assistant coach for Sherwood HS football. Also member of the Parker Moore Scholarship committee; 18800 SW Haide Rd, , Sherwood, OR, 97140; Not Investment-Related; 05/01/2023; 10 to 19 hours per month; 0 during trading hours / Parker Moore Scholarship Committee; Member of the committee, select two winners from 10 finalists every year.; 900 SE Baker St, , McMinnville, OR, 97128; Not Investment-Related; 11/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
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