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Interactive Wealth Advisors CRD 167033
$91.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
121 Sw Morrison St., Suite 905, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-25 |
| WA | RA | APPROVED | 2021-07-29 |
| OR | RA | APPROVED | 2013-06-07 |
Branch Locations
121 Sw Morrison St., Suite 905, Portland, OR 97204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Wealth Advisors | Beaverton | OR | 06/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-12 |
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