Michelle Ruth Drewry

Current Employers

Employment History

• 11/2002 → Present
  Iron Horse Financial Group
  Beaverton, OR
• 06/2011 → 11/2020
  Kms Financial Sevrvices, Inc
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Portland, OR
• 11/2020 → 11/2024
  Arbor Point Advisors
  Portland, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Gaston, OR
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Portland, OR
• 2011-06-01 → 2020-11-06
  Kms Financial Services, Inc.
  Beaverton, OR
  Seattle, WA
  Seattle, WA
• 2006-05-04 → 2011-06-30
  Ameritas Investment Company, Llc
  Portland, OR
  Beaverton, OR

Other Businesses

1. ARBOR POINT POSITION: Advisor NATURE: APA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/06/2020 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128, United States DESCRIPTION: Arbor point 2. DBA - NW Investment & Retirement Group, LLC. 3. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/1997 ADDRESS: P.O. Box 700, Gaston OR 97119, United States DESCRIPTION: Insurance Agent 4. PERSONAL SUPPORT WORKER POSITION: Personal Support Worker NATURE: Personal Support Worker (PSW) INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2018 ADDRESS: P.O. Box 700, Gaston OR 97119, United States DESCRIPTION: Personal Support Worker (PSW) for disabled sister and disabled son. I provide transportation, assist with shopping, scheduling medical and personal benefits appointments, communication with the public, budgeting, meal preparation, cleaning and assistance with ADLs per their individual care plans. 5. NO NAME POSITION: House and pet sitter NATURE: House and pet sitting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: P.O. Box 700, Gaston OR 97119, United States DESCRIPTION: House and pet sitting.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-20
• S63 Uniform Securities Agent State Law Examination
  1997-03-27

Other Names

• Michelle R Drewry