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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-26 |
| WA | RA | APPROVED | 2024-01-26 |
Branch Locations
1624 Nw Lovejoy Street, Portland, OR 97209 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Club | Tualatin | OR | 07/2019 | 08/2021 |
| Valley Catholic | Beaverton | OR | 09/2012 | 06/2019 |
| University Of Oregon | Eugene | OR | 09/2019 | 06/2023 |
| Brighton Jones | Portland | OR | 06/2022 | 08/2022 |
| Brighton Jones | Portland | OR | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
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