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Happy Valley, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-05 |
| WA | RA | APPROVED | 2016-11-01 |
| MN | RA | APPROVED | 2014-07-07 |
| OR | RA | APPROVED | 2014-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madrona Wealth Management Llc | Happy Valley | OR | 03/2014 | Present |
MR.Brett Sherman was re-elected to City Council for a 4-year term in the City of Happy Valley, Oregon in November 2022. MR. SHERMAN IS NOT COMPENSATED FOR THIS POSITION AND IT IS EXPECTED HE TYPICALLY ALLOCATE APPROXIMATELY 8 HOURS PER MONTH TO THIS ACTIVITY. MR. SHERMAN DOES NOT HAVE ANY DIRECT INTERACTION WITH MADRONA CLIENTS WHEN ACTING IN THIS CAPACITY. MADRONA WEALTH MANAGEMENT LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT AND CLIENTS ARE IN NO WAY REQUIRED TO USE THE SERVICES OF ANY REPRESENTATIVE OF MADRONA WEALTH MANAGEMENT LLC IN CONNECTION WITH SUCH INDIVIDUAL'S OUTSIDE ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-15 |
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