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11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-08-05 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Portland | OR | 05/2013 | 05/2019 |
| Tpg Financial Advisors Llc | Portland | OR | 05/2013 | Present |
-Licensed to sell insurance under parent company The Partners Group, Ltd. -College Possible: Non-profit organization that is not investment related. Geneva assists in marketing and participates as a volunteer for fundraising events. Non-investment related, hours vary, no conflicts with TPG business. -BBBS: non-profit organization that pairs Bigs and Littles for activities and mentoring. Non-investment related, roughly 10 hours a month, no conflicts with TPG business. -Jesuit Booster Club: Volunteers participate in planning and supporting Jesuit High School events. Non-investment related, roughly 10 hours a month, no conflicts with TPG business. -Kerr Contractor Annual Shoot Out Committee: assists in the planning and marketing for the Annual Shoot-Out for Scouts of America. Non-investment related, 30 hours a year, no conflicts with TPG business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-06 |
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