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11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-10 |
| OR | RA | APPROVED | 2012-07-25 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tpg Financial Advisors Llc | Portland | OR | 02/2012 | Present |
| Geneos Wealth Management | Portland | OR | 03/2012 | 05/2019 |
Licensed to sell insurance under parent company The Partners Group, Ltd.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2005-12-07 |
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