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5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2007-01-10 |
Branch Locations
5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwc Advisors Llc | Lake Oswego | OR | 09/2000 | Present |
ALERA MANAGEMENT GROUP LLC INVESTMENT RELATED COMPANY 5800 MEADOWS RD SUITE 230 LAKE OSWEGO OREGON 97035 MORTGAGE LOANS MEMBER OF LLC BUSINESS STARTED 03/2013 5 HOURS A WEEK/20 HOURS A MONTH NO TIME DEVOTED TO OTHER BUSINESS DURING TRADING HOURS MEMBER OF THE INVESTMENT COMMITTEE FARO SOLUTIONS LLC NOT INVESTMENT RELATED, COMPENSATED POSITION 8630 SW SCHOLLS FERRY RD BEAVERTON, OR 97008 IMPORTER AND WHOLESALER OF WORK GLOVES GENERAL BUSINESS CONSULTING (NON-EMPLOYEE) STARTED IN 2021 10 HOURS A MONTH NO TIME DEVOTED TO OTHER BUSINESS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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