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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-03 |
Branch Locations
153 W Patrick Street, Frederick, MD 21701 • United States
Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mezzo Compliance | Tigard | OR | 09/2015 | 09/2020 |
| American Independent Securities Group | Eagle | ID | 05/2017 | 07/2017 |
| Paulson Investment Advisors, Llc | Lake Oswego | OR | 05/2019 | 10/2019 |
| Paulson Investment Company, Llc | Lake Oswego | OR | 06/2017 | 10/2019 |
| Drs Wealth Management | Easton | MD | 11/2019 | 06/2022 |
| Tualatin Valley Playschool | Tigard | OR | 04/2021 | Present |
| Apex Retirement Advisors, Llc | Portland | OR | 05/2024 | Present |
Dane Grouell may act as an independent broker appointed by insurance companies. This activity is not done under the Apex Retirement Advisors company. Rather, this is done in Mr. Grouell's capacity as an individual. This activity takes up a nominal amount of time during normal business hours. Dane Grouell is the Secretary and Board Member of Tualatin Valley Playschool. Tualatin Valley Playschool is a nonprofit preschool located at the St James Episcopal Church in Tigard, OR. This activity is not investment related. This activity takes approximately 5 hours per week during non-regular business hours. Dane Grouell is responsible for business filings and general oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
| S66 | Uniform Combined State Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-08 |
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