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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-26 |
Branch Locations
1155 Sw Morrison St. Suite 400, Portland, OR 97205 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldstream Wealth Management | Portland | OR | 05/2026 | Present |
| Pruco Securities Llc | Portland | OR | 07/2023 | 11/2024 |
| Oysa | Portland | OR | 11/2015 | 06/2018 |
| Diamond Parking | Portland | OR | 06/2019 | 09/2019 |
| Rock Creek Country Club | Portland | OR | 06/2022 | 01/2023 |
| Doordash | Portland | OR | 07/2020 | 01/2021 |
| Burgerville | Hillsboro | OR | 03/2017 | 05/2019 |
| University Of Oregon | Eugene | OR | 09/2019 | 06/2023 |
| The Prudential Insurance Company Of America | Portland | OR | 01/2024 | 05/2026 |
| Lpl Enterprise, Llc | Lake Oswego | OR | 11/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
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