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5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2007-01-10 |
| WA | RA | APPROVED | 2007-01-10 |
Branch Locations
5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwc Advisors Llc | Lake Oswego | OR | 07/2000 | Present |
ALERA MANAGEMENT GROUP LLC - I AM ON AN INVESTMENT COMMITTEE THAT REQUIRES 3-4 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-03 |
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