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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-19 |
Branch Locations
10220 Sw Greenburg Rd, Ste 380, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Millegan, Inc. | Lake Oswego | OR | 04/2004 | 09/2016 |
| Lion Street Financial, Llc | Lake Oswego | OR | 02/2017 | 12/2017 |
| Clear Financial Partners | Lake Oswego | OR | 02/2017 | 12/2017 |
| Unemployed | Forest Grove | OR | 10/2016 | 02/2017 |
| M Holdings Securities | Portland | OR | 02/2018 | 11/2024 |
| Paulson Investment Company Llc | Portland | OR | 12/2024 | Present |
| Orca Wealth Management, Llc | Lake Oswego | OR | 03/2026 | Present |
1) Power of Attorney for Linda D. Maisel; 1139 32nd Place, Forest Grove OR 97116; Durable POA; Investment Related; Power of Attorney; POA for mother; 03/2023; 1 hour during the month; 1 hour during the month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-02 |
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