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5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-17 |
Branch Locations
5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Investment Management, Llc | Lake Oswego | OR | 04/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-24 |
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