Inactive

William Ward Edward Campbell

Cognitiant Registered Investment Advisors

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Current Employers

Cognitiant Registered Investment Advisors

9233 Nw Harvest Hill Dr, Portland, OR 97229 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-11-15

OR RA
APPROVED

Since 2024-11-15

Branch Locations

5575 Mckillican Lane, West Linn, OR 97068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cognitiant	Portland	OR	04/1999	Present

04/1999 → Present

Cognitiant

Portland, OR

Other Businesses

ALL BUSINESS IS WITHIN THE RIA COGNITIANT - LIFE INSURANCE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-05-02
S63	Uniform Securities Agent State Law Examination	1997-07-17

S65 Uniform Investment Adviser Law Examination

2001-05-02
S63 Uniform Securities Agent State Law Examination

1997-07-17

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

PACIFIC COAST INVESTMENT ADVISORS, LLC

ETESIAN WEALTH ADVISORS, INC.

TWM WEALTH MANAGEMENT CORP

LOOKAHEAD WEALTH LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

SCOTT MATTHEW MCDONALD

RYAN JOSEPH MURPHY

Benjamin W Wright

Jesse Jonathan Steele

STANLEY CLAYTON LOCHRIE

JACOB CHARLES SCARMINACH

MICHAEL ALLEN RUE

MARIE MAGDALENA TAYLOR

Other Offices

LPL FINANCIAL LLC · WEST LINN, OR

PACIFIC COAST INVESTMENT ADVISORS, LLC · WEST LINN, OR

ETESIAN WEALTH ADVISORS, INC. · West Linn, OR

ETESIAN WEALTH ADVISORS, INC. · WEST LINN, OR

TWM WEALTH MANAGEMENT CORP · WEST LINN, OR

LOOKAHEAD WEALTH LLC · WEST LINN, OR

VERIDAN WEALTH · WEST LINN, OR

EDWARD JONES · WEST LINN, OR

More in West Linn, OR

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