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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-23 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
726 Se Morrison St., Portland, OR 97214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Brooklyn | OH | 06/2025 | Present |
| Oregon State University | Corvallis | OR | 09/2021 | 06/2025 |
| Johnson Bixby | Vancouver | WA | 06/2024 | 09/2024 |
| Lakeridge High School | Lake Oswego | OR | 09/2017 | 06/2021 |
| Lakeridge Middle School | Lake Oswego | OR | 09/2014 | 06/2017 |
DIRECTOR OF NEXGEN, FINANCIAL PLANNING ASSOCIATION (FPA), 501(C)(6) TRADE ASSOCIATION; NATURE: - FPA's mission is to advance the value of financial planning and support professionals who deliver these services, primarily those holding the CFP designation. - The organization promotes high standards of competence, ethical conduct, and clear disclosure, and provides resources for continuing education and professional development for its members. - Some of the functions and activities include Education and Professional Development, Advocacy for consumer protection and professional standards, Ethical Standards, Networking and Community. INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 10/01/2025; ADDRESS: 9600 SW Oak Street, Suite 565, Tigard, OR 97223, United States; DESCRIPTION: - Oversee the NexGen activities for the Chapter (Oregon and SW Washington Chapter). - In coordination with the Chapter Executive, develop plan to identify roster of NexGen Chapter Members. - Encourage NexGen members to participate within the organization to support member retention. - Assist the Chapter Executive, President, President-Elect and Treasurer to develop the annual operating budget, including any projected revenues or expenses associated with NexGen activities. - Attend the annual Chapter Leaders Conference as a representative of the Chapter. - Attend all chapter events. - Attend the FPA organized activities for chapter NexGen directors. - Engage with other FPA chapter NexGen directors. - Foster opportunities for collaboration with other FPA chapters. - Identify and develop new Chapter leaders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-18 |
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