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Jacob Isaac Becker

Portland Private Wealth Management, Inc.

Portland, OR

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Current Employers
Portland Private Wealth Management, Inc.

1221 Nw Everett Street, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-25
WA RA APPROVED 2014-08-13
OR RA APPROVED 2014-08-12
  • TX RA
    APPROVED
    Since 2021-02-25
  • WA RA
    APPROVED
    Since 2014-08-13
  • OR RA
    APPROVED
    Since 2014-08-12

Branch Locations

1221 Nw Everett Street, Portland, OR 97209 • 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
Portland Private Wealth Management, Inc. Portland OR 12/2010 01/2023
Portland Private Wealth Management, Inc. Portland OR 01/2023 Present
Previous Registrations
  • 2012-07-02 → 2014-08-20
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Portland, OR
  • 2011-03-07 → 2012-07-02
    First Allied Securities, Inc.
    Portland, OR
    Portland, OR
Other Businesses

1. JAcob Becker, Real Estate (Rental Property/Passive Investment), Start date 11/1/2012, 4 hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-21
S63 Uniform Securities Agent State Law Examination 2001-10-26
  • S66 Uniform Combined State Law Examination
    2011-02-21
  • S63 Uniform Securities Agent State Law Examination
    2001-10-26
Designations

View on SEC IAPD

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