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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-11 |
| WA | RA | APPROVED | 2024-03-11 |
Branch Locations
3 Centerpoiinte Drive Suite 200, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployment | Vancouver | WA | 07/2023 | 02/2024 |
| Tyler Grant | Vancouver | WA | 07/2022 | 07/2023 |
| Zoominfo, Llc | Vancouver | WA | 07/2019 | 06/2022 |
| Concordia University Portland | Portland | OR | 10/2016 | 04/2019 |
| School | Tigard | OR | 01/2014 | 09/2016 |
| Osaic | Lake Oswego | OR | 03/2024 | Present |
| Von Borstel & Associates, Inc. | Portland | OR | 02/2024 | 03/2024 |
1. PEARSON FINANCIAL, LLC POSITION: Wealth Manager & Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/18/2024 ADDRESS: 3 Centerpointe Drive, Suite 200, Lake Oswego OR 97035, United States DESCRIPTION: Financial advising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
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