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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-24 |
| CA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
| OR | RA | APPROVED | 2021-11-02 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
| WA | RA | APPROVED | 2026-01-07 |
| MA | RA | APPROVED | 2024-10-17 |
| PA | RA | APPROVED | 2023-05-16 |
| FL | RA | APPROVED | 2022-02-02 |
| OH | RA | APPROVED | 2022-01-07 |
| SC | RA | APPROVED | 2022-01-04 |
| VA | RA | APPROVED | 2022-01-04 |
| NC | RA | APPROVED | 2020-03-02 |
| OR | RA | APPROVED | 2019-07-11 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lake Oswego | OR | 10/2007 | 07/2017 |
| Sanctuary Securities, Inc. | Portland | OR | 05/2026 | Present |
| M Holdings Securities, Inc. | Portland | OR | 08/2017 | 03/2019 |
| Tru Independence, Llc | Portland | OR | 05/2019 | Present |
| Unemployed | Portland | OR | 04/2019 | 04/2019 |
| Sound Legacy Wealth Advisors, Llc | Bellevue | WA | 10/2019 | 12/2020 |
ENTITY NAME: TRU INDEPENDENCE LLC (INCLUDES TRU INDEPENDENCE ASSET MANAGEMENT, LLC AND TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC) INVESTMENT RELATED: YES ADDRESS: PORTLAND, OR NATURE OF THE OTHER BUSINESS: OUTSOURCED RIA BACK OFFICE POSITION/TITLE/RELATIONSHIP: CHIEF COMPLIANCE OFFICER START DATE: 05/2019 APPROXIMATE # OF HOURS A MONTH: ~150 APPROXIMATE # OF HOURS DURING SECURITIES HOURS: ~100 BRIEFLY DESCRIBE YOUR DUTIES: CCO FOR RIAS UTILIZING OUR BUSINESS PLATFORM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-11 |
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