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266 Northwest 1St Ave, Canby, OR 97013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
| OR | RA | APPROVED | 2025-08-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Canby | OR | 06/2015 | 12/2025 |
| Carlson Financial, Inc. Dba 4:8 Financial | Canby | OR | 07/2025 | Present |
| Financial Advocates Investment Management | Canby | OR | 06/2015 | 10/2025 |
PSC Properties - Not Investment Related - Canby, OR - Real Estate Rental - Start Date:06/08/2018 - 5 Hour(s) Per Month/0 Hour(s) During Trading. Sprigg & Koehler - Investment Related - 266 NW 1st Ave. Suite B, Canby, OR 97013 - Real Estate Rental - Started 06/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading. Licensed Insurance Agent - Investment Related -Insurance Agent - 10 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-30 |
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