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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-20 |
| WA | RA | APPROVED | 2025-03-20 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Portland | OR | 03/2023 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 03/2023 | 01/2025 |
| Erickson Aircrane | Medford | OR | 01/2019 | 03/2020 |
| Epic Aircraft | Bend | OR | 02/2017 | 06/2018 |
| Pentagon Technologies | Portland | OR | 05/2021 | 10/2022 |
| Columbia Bank | Bend | OR | 11/2017 | 11/2017 |
| Reflections Enterprises | Bend | OR | 10/2016 | 01/2017 |
| Autozone | Fullerton | CA | 05/2016 | 09/2016 |
| Baseten Assets, Inc. | Vancouver | WA | 02/2021 | 02/2023 |
| Terra Services Inc. | Portland | OR | 10/2020 | 01/2021 |
| Macy's Inc. | Bend | OR | 12/2017 | 07/2018 |
| Unemployed | Ashland | OR | 08/2018 | 12/2018 |
| Unemployed | Ashland | OR | 04/2020 | 09/2020 |
| Fisher Investments | Camas | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-23 |
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