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Thane Alan Cleland

Cwc Advisors, LLC

Lake Oswego, OR

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Current Employers
Cwc Advisors, Llc

5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
WA RA APPROVED 2007-01-10
  • OR RA
    APPROVED
    Since 2025-01-01
  • WA RA
    APPROVED
    Since 2007-01-10

Branch Locations

5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cwc Advisors Llc Lake Oswego OR 09/2000 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-25
S63 Uniform Securities Agent State Law Examination 1988-01-22
  • S65 Uniform Investment Adviser Law Examination
    1994-08-25
  • S63 Uniform Securities Agent State Law Examination
    1988-01-22

View on SEC IAPD

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