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Peter Raymond Fogarty

Orca Investment Management, LLC

Walnut Creek, CA

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Current Employers
Orca Investment Management, Llc

6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-20
  • CA RA
    APPROVED
    Since 2026-03-20

Branch Locations

1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597 • 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
Paulson Investment Company Portland OR 01/2015 Present
Paulson Investment Advisors Llc Portland OR 02/2020 12/2024
Orca Investment Management, Llc Walnut Creek CA 02/2026 Present
  • 01/2015 → Present
    Paulson Investment Company
    Portland, OR
  • 02/2020 → 12/2024
    Paulson Investment Advisors Llc
    Portland, OR
  • 02/2026 → Present
    Orca Investment Management, Llc
    Walnut Creek, CA
Previous Registrations
  • 2020-02-20 → 2024-12-31
    Paulson Investment Advisors, Llc
    Portland, OR
  • 2013-01-17 → 2015-01-30
    Roth Capital Partners, Llc
    Newport Beach, CA
    San Francisco, CA
  • 2009-01-07 → 2012-11-19
    Advanced Equities, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-12
S63 Uniform Securities Agent State Law Examination 1988-12-16
  • S65 Uniform Investment Adviser Law Examination
    1998-11-12
  • S63 Uniform Securities Agent State Law Examination
    1988-12-16
Other Names
  • Peter Raymond Fogarty

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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