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David Tarr Foster

Foster & Wood, Inc.

Lake Oswego, OR

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Current Employers
Foster & Wood, Inc.

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2021-11-23
WA RA APPROVED 2018-11-15
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2021-11-23
  • WA RA
    APPROVED
    Since 2018-11-15

Branch Locations

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foster Wealth, Inc. Portland OR 08/2012 02/2021
Foster & Wood, Inc. Lake Oswego OR 02/2021 Present
  • 08/2012 → 02/2021
    Foster Wealth, Inc.
    Portland, OR
  • 02/2021 → Present
    Foster & Wood, Inc.
    Lake Oswego, OR
Previous Registrations
  • 2004-05-21 → 2006-06-29
    Lpl Financial Llc
    Portland, OR
    Washougal, WA
    Portland, OR
Other Businesses

Volunteer; Board of Directors for non-profit, Knapp Street Recovery. No compensation received. Less than 5% of time spent on this activity per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-25
S63 Uniform Securities Agent State Law Examination 2002-09-19
  • S65 Uniform Investment Adviser Law Examination
    2004-03-25
  • S63 Uniform Securities Agent State Law Examination
    2002-09-19
Designations

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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