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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-23 |
| OR | RA | APPROVED | 2025-01-02 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corcoran Prime | Portland | OR | 11/2023 | 10/2024 |
| The Agency, Inc | Portland | OR | 12/2013 | 11/2023 |
| Guardian Life Insurance Company | Lake Oswego | OR | 07/2024 | Present |
| Park Avenue Securities | Lake Oswego | OR | 10/2024 | Present |
1. Real Estate Consulting and Sales, Start: 09/11/2001, Address: 2175 NW Raleigh St Ste 110, Portland, OR 97210, 16 total hours per month, 12 during securities trading hours, Greater than 10% annual compensation, Investment related, 2) Insurance Outside of Guardian, Start: 10/01/2025, Address: 5 Centerpointe Drive, Suite 220 Lake Oswego, OR 97035, 1 total hour per month; 1 during securities trading hours, Less than 10% annual compensation, Investment related, 3) Deerfield Park HOA-Board Member, Nature of Business: HOA Board, Start date: 01/13/2026, Address: 12550 SE 93rd Ave Suite 300 Clackamas, OR 97015, Duties: General decision making for homeowner's association, 1 total hours per month; 0 during securities trading hours, Not investment related, 4) Rental Property Ownership I, Nature of Business: Rental property, Start date: 09/26/2003, Address: 9685 SW Whitford Ln, Beaverton, OR 97008, Duties: Rental ownership, 0 total hours per month, Investment related, 5) Rental Property Ownership II, Nature of Business: Rental property, Start date: 09/08/1998, Address: 21600-21602 SE Alder St Gresham, OR 97030, Duties: Rental ownership, 0 total hours per month, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-13 |
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