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707 Sw Washington Street Suite 810, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-07-31 |
Branch Locations
707 Sw Washington Street Suite 810, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 07/2020 |
| Scott Capital Advisors, Llc | Portland | OR | 07/2020 | Present |
1. GLISAN STREET PROPERTY LLC; INV RELATED; MANZANITA, OR; 33.33% OWNERSHIP, START 2000; MINIMAL TIME DEVOTED, RENTAL PROPERTIES; 2. SIDNEY FARMS, INV RELATED, JEFFERSON, OR, 7.15% OWNER, START: 9/2012, 0 HOURS, NO DUTIES. 3. WING SHOOTERS, INV RELATED, PORTLAND, OR, SECRETARY/TREASURER, START 10/14/2014, 1 HOUR PER MONTH, ZERO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-21 |
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