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5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-14 |
| OR | RA | APPROVED | 2024-01-14 |
| WA | RA | APPROVED | 2024-01-14 |
Branch Locations
5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frank Russell Company | Tacoma | WA | 05/1991 | 10/2018 |
| Investors Portfolio Services Llc | Puyallup | WA | 05/2021 | 01/2024 |
| Russell Investments Financial Services, Llc | Tacoma | WA | 12/2006 | 10/2018 |
| Unemployed | Puyallup | WA | 11/2018 | 04/2021 |
| Cwc Advisors, Llc | Lake Oswego | OR | 01/2024 | Present |
DESERT AIRE HOMEOWNERS ASSOCIATION; YES; DESERT AIRE, WA; COMMITTEE MEMBER; 01/2023; 1/MO; 0/MO; REVIEW INVESTMENTS, OVERSEE OUTSIDE INVESTMENT MANAGERS AND BANKS USED.
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