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Christopher Kyle Winn

Interactive Wealth Advisors

Portland, OR

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Current Employers
Interactive Wealth Advisors

121 Sw Morrison St., Suite 905, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-25
WA RA APPROVED 2021-07-29
OR RA APPROVED 2013-06-07
  • TX RA
    APPROVED_RES
    Since 2024-10-25
  • WA RA
    APPROVED
    Since 2021-07-29
  • OR RA
    APPROVED
    Since 2013-06-07

Branch Locations

121 Sw Morrison St., Suite 905, Portland, OR 97204 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Interactive Wealth Advisors Beaverton OR 06/2013 Present
Previous Registrations
  • 2011-12-05 → 2013-06-19
    Confluence Wealth Management Llc
    Portland, OR
  • 2011-06-21 → 2011-11-30
    Cmc Advisers, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-26
S63 Uniform Securities Agent State Law Examination 1997-09-12
  • S65 Uniform Investment Adviser Law Examination
    1997-09-26
  • S63 Uniform Securities Agent State Law Examination
    1997-09-12
Designations

View on SEC IAPD

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