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4900 Sw Griffith Drive #269, Beaverton, OR 97005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED_RES | 2023-12-05 |
Branch Locations
4900 Sw Griffith Drive #269, Beaverton, OR 97005 • 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 |
|---|---|---|---|---|
| Optimum Capital Strategies | Portland | OR | 08/2009 | Present |
| State Of Oregon | Salem | OR | 06/2020 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-16 |
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