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310 N State Street Suite 208, Lake Oswego, OR 97034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-02-02 |
| OR | RA | APPROVED | 2022-04-27 |
Branch Locations
310 N State Street Suite 208, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allium Financial Advisors, Llc | Lake Oswego | OR | 04/2022 | Present |
| Benchmarkplus Management | Tacoma | WA | 01/2018 | 03/2022 |
| Concentric Wealth Advisors | Lake Oswego | OR | 07/2016 | 12/2018 |
HIGH SCHOOL VOLLEYBALL COACH; NOT INVESTMENT RELATED; WILSONVILLE, OR; SPORTS; HEAD COACH; AUGUST 2017; 60-80 HRS PER MONTH DURING SEASON AND 0-4 OFF SEASON; 40 ANNUALLY DURING TRADING HOURS; MANAGED VOLLEYBALL PROGRAM AND HEAD COACH FOR VARSITY TEAM. Uptick Capital Management, LLC, Manager, Investment Related, Lake Oswego, OR, Exempt Reporting Advisor of private funds, 10/2023, 5 hours during trading hours, 5 hours total time, General business administration activities, investment advice to private funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-26 |
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