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6600 Sw 92Nd Ave Suite 210, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-12-20 |
Branch Locations
6600 Sw 92Nd Ave Suite 210, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Lake Oswego | CA | 04/2001 | 12/2019 |
| Truax Consulting. Inc. | Tualatin | OR | 03/2004 | Present |
| Horst & Graben Wealth Management, Llc | Lake Oswego | OR | 12/2019 | Present |
1.TRUAX CONSULTING- FIXED LIFE & LONG TERM CARE INSURANCE SALES WITH SOME SMALL AMOUNT OF GROUP HEALTH INSURANCE. ED IS THE PRESIDENT OF TRUAX CONSULTING AND HAS BEEN SINCE 2006. ED SPENDS 160 HOURS PER MONTH ON THIS ACTIVITY AND 6 HOURS PER DAY DURING TRADING HOURS. TRUAX CONSULTING IS LOCATED AT 3 CENTERPOINTE DR SUITE 410, LAKE OSWEGO, OR 97035. 2. Affiliate Expert Position: Affiliate Expert with the Bates Group LLC Investment-related Date: 09/2020 ADDRESS: 5005 Meadows Rd, Lake Oswego, OR 97035 DESCRIPTION:provides expert assistance on a variety of insurance-related matters
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-07-06 |
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