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2055 Nw Grant Ave, Corvallis, OR 97330-1905 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2016-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2008 | 12/2022 |
| Spectrum Strategic Capital Management Llc | Lake Oswego | OR | 01/2016 | 07/2025 |
| Spectrum Insurance Services, Llc | Corvallis | OR | 04/2008 | Present |
| Spectrum Strategic Capital Management Llc | Lake Oswego | OR | 07/2025 | Present |
1. SPECTRUM INSURANCE SERVICES, LLC; INVESTMENT RELATED; 1745 NW KINGS BLVD, CORVALLIS, OR 97321; INSURANCE BUSINESS; MEMBER/ AGENT; START DATE AUGUST 7, 2008; APPROXIMATELY 10-12 HRS PER MONTH; NONE DURING TRADING HOURS; SALES AND ANALYSIS; 3) LUMINA HOSPICE AND PALLIATIVECARE - NOT-FOR-PROFIT ORGANIZATION - NON-INVESTMENT RELATED; VOLUNTEER BOARD MEMBER AND FINANCE COMMITTEE MEMBER - 720 SW 4THST, CORVALLIS, OR 97333 - APPROXIMATELY 10% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-23 |
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