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1221 Nw Everett Street, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED_RES | 2021-02-26 |
| WA | RA | APPROVED | 2014-08-26 |
Branch Locations
532 Sw 13Th Street, Suite 100, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portland Private Wealth Management, Inc. | Portland | OR | 02/2007 | 01/2023 |
| Portland Private Wealth Management, Inc. | Portland | OR | 01/2023 | Present |
1. Kells FC, Non-profit Organization, Manager, Since 01/2009; 2 hours per month. 2. Tualatin Hills United Soccer Club, Non-profit Organization, Coach, Since 05/2010, 40 hours per month. 3. Jesuit High School, Non-profit Organization, Coach, Since 08/2015, 45 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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