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1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-05 |
| WA | RA | APPROVED | 2026-01-29 |
Branch Locations
1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR 97035 • United States
Vancouver, WA • United States
Kirkland, WA • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-29 |
| WA | RA | APPROVED | 2026-01-29 |
Branch Locations
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR 97035 • United States
Vancouver, WA • United States
14600 Branch St., Omaha, NE 68154 • United States
Kirkland, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Vancouver | WA | 11/2023 | 11/2023 |
| The Palace Cafe | Ellensburg | WA | 10/2021 | 08/2023 |
| Outback Steakhouse | Vancouver | WA | 08/2018 | 12/2021 |
| Camas School District | Camas | WA | 09/2007 | 06/2020 |
| Ameriprise Financial Services, Llc | Vancouver | WA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Vancouver | WA | 11/2023 | 12/2025 |
| Northwest Capital Management | Lake Oswego | OR | 01/2026 | Present |
| Cwm, Llc | Omaha | NE | 01/2026 | Present |
| Carson Wealth | Lake Oswego | OR | 01/2026 | Present |
FIXED INSURANCE NATURE: Insurance START: 03/26/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-07 |
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