Terence Anthony Donahe

Current Employers

Employment History

• 03/2013 → 04/2026
  Springwater Wealth Management, Llc
  Tigard, OR
• 05/2026 → Present
  Parkwoods Wealth Partners, Llc
  Clayton, MO

Previous Registrations

• 2013-06-04 → 2026-06-10
  Springwater Wealth Management, Llc
  Lake Oswego, OR
• 2009-06-10 → 2013-12-10
  Cascade Wealth Management, Llc
  Portland, OR
  Portland, OR
• 2009-07-13 → 2012-07-31
  Skyline Financial Northwest
  Lake Oswego, OR
  Portland, OR
• 2006-03-30 → 2006-10-17
  Benivest, Inc.
  San Francisco, CA
• 2003-06-16 → 2005-04-08
  Associated Securities Corp.
  Lake Oswego, OR
• 2002-04-22 → 2005-04-08
  Associated Planners Investment Advisory Inc
  Lake Oswego, OR

Other Businesses

1.) Unitus Community Credit Union | 7495 SW Bridgeport Road, Tigard, OR 97224 | Non-investment Related | Serves on the Audit Committee | Devotes one hour per month to this position, not during securities trading hours. Duties include oversight of financial reporting, engages and oversees external auditors, evaluates internal controls, helps ensure compliance with rules and regulations, and reviews examination reports from regulators. 2.) Powder Diamonds, Inc. | 5335 Meadows Road, Suite 240, Lake Oswego, OR 97035 | Non-investment Related | Holding Company | Owner | April 2023 to Present

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-24
• S63 Uniform Securities Agent State Law Examination
  1988-06-29

Designations

Other Names

• Terry Donahe