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4248 Galewood Street, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2016-09-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imc, Inc | Portland | OR | 01/2008 | 09/2016 |
| Kms Financial Services, Inc | Seattle | WA | 02/2008 | 01/2018 |
| Greenbridge Investment Management, Llc | Lake Oswego | OR | 09/2016 | Present |
**BEND SUSHI LLC - NON-INVESTMENT RELATED -375 SW POWERHOUSE DR A125/BEND OR - JAPANESE RESTAURANT - CO-OWNER - 2011 - 2 HRS/MO - 0 HRS/MO DURING TRADING **WILSUNBEND LLC - NON-INVESTMENT RELATED - PO BOX 2142/LAKE OSWEGO OR - HOLDING COMPANY - PART-OWNER - 2011 - 2 HRS/MO - NONE DURING TRADING - MANAGING MEMBER **GREENBRIDGE INVESTMENT MANAGEMENT, LLC - INVESTMENT RELATED - PO BOX 2142, LAKE OWEGO, OR 97035 - INVESTMENT ADVISOR - OWNER - 9/2016 - 200 HRS/MO, 100 HRS/MO DURING TRADING - PROVIDE INVESTMENT ADVICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-27 |
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