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Current Employers
Ferguson Wellman Capital Management, Inc.

805 Southwest Broadway Suite 2100, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-12-22
OR RA APPROVED 2018-12-22
  • CA RA
    APPROVED
    Since 2018-12-22
  • OR RA
    APPROVED
    Since 2018-12-22

Branch Locations

805 Southwest Broadway Suite 2100, Portland, OR 97205 • 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
OrganizationCityStateFromTo
Quest Investment Management Lake Oswego OR 05/2009 05/2018
Ferguson Wellman Capital Management Portland OR 05/2018 Present
  • 05/2009 → 05/2018
    Quest Investment Management
    Lake Oswego, OR
  • 05/2018 → Present
    Ferguson Wellman Capital Management
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-22
S63 Uniform Securities Agent State Law Examination 1998-08-13
  • S65 Uniform Investment Adviser Law Examination
    2018-12-22
  • S63 Uniform Securities Agent State Law Examination
    1998-08-13

View on SEC IAPD

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