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4550 Kruse Way, Ste 330, Lake Oswego, OR 97035-3594 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2011-01-14 |
Branch Locations
4550 Kruse Way, Ste 330, Lake Oswego, OR 97035-3594 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Handy & Company Financial Advisors, Inc | Lake Oswego | OR | 06/1996 | Present |
HANDY & REAGAN LLC NOT INVESTMENT RELATED 4550 KRUSE WAY, SUITE 330 LAKE OSWEGO, OR 97035 CPA FIRM IN SAME LOCATION AS INVESTMENT ADVISORY BUSINESS PRESIDENT AND PRACTICING CPA STARTED PRACTICING IN OREGON IN 1976. IN THE CURRENT CPA FIRM AND LOCATION SINCE 1996. BUSINESS YEAR IS SPENT ALLOCATING APPROXIMATELY 50% OF TIME TO EACH BUSINESS. THE OFFICE HAS THREE CPAS. THE ADVISORY FIRM HAS ONE PERSON WHO DEVOTES APPROXIMATELY 40% OF HER TIME TO THE ADMINISTRATION OF THE ADVISORY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-03 |
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