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6600 Sw 92Nd Ave Suite 210, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-07-18 |
| TX | RA | APPROVED | 2018-06-29 |
Branch Locations
6600 Sw 92Nd Ave Suite 210, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Lake Oswego | OR | 10/2002 | 12/2019 |
| Cgc Financial Services | Lake Oswego | OR | 09/2006 | 10/2018 |
| Horst & Graben Wealth Management, Llc | Lake Oswego | OR | 06/2018 | Present |
1. LICENSED INSURANCE AGENT- INVESTMENT RELATED; 6600 SW 92ND AVE, #210, PORTLAND, OR 97223; LIFE/HEALTH/VARIABLE INSURANCE LICENSE; START DATE: 2/03; ON AVERAGE 3 HOURS PER MONTH; REVIEW CURRENT POLICIES AND RECOMMEND ANY NECESSARY CHANGES OR UNFILLED NEEDS. 2. MCFTC LLC; POSITION: LLC member; NATURE: Real estate holdings; INVESTMENT RELATED: No; NUMBER OF HOURS: 1, SECURITIES TRADING HOURS: 0; START DATE: 05/28/2024; ADDRESS: WEST LINN, OR; DESCRIPTION: Investment only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-20 |
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