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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| OR | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pace Financial Advisors | Hillsboro | OR | 04/2025 | 09/2025 |
| Cetera Investors | Tigard | OR | 08/2024 | 04/2025 |
| Columbia Credit Union | Portland | OR | 07/2024 | 08/2024 |
| First Technology Federal Credit Union | Hillsboro | OR | 01/2023 | 07/2024 |
| H&R Block | Aloha | OR | 03/2022 | 01/2023 |
| Nw Events And Environments | Hillsboro | OR | 04/2022 | 06/2022 |
| Youth With A Mission | Hillsboro | OR | 09/2021 | 03/2022 |
| Maximo Nivel | Hillsboro | OR | 02/2021 | 07/2021 |
| International Tefl Academy | Hillsboro | OR | 12/2020 | 01/2021 |
| Royal Moore Certified Pre-Owned Dealership | Hillsboro | OR | 07/2020 | 11/2020 |
| Kimpton Hotel Monaco | Portland | OR | 05/2019 | 03/2020 |
| University Of Portland | Portland | OR | 08/2018 | 05/2020 |
| Oregon Children's Theatre | Portland | OR | 11/2016 | 08/2018 |
| Liberty High School | Hillsboro | OR | 09/2014 | 06/2018 |
| U.S. Bancorp Advisors, Llc | Gresham | OR | 03/2026 | Present |
| Jpmorgan Chase | Hillsboro | OR | 10/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-24 |
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