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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-11-25 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2014 | Present |
| Encompass Wealth Advisors | Portland | OR | 07/2014 | Present |
1. Encompass Wealth Advisors, LLC. Investment Related. 15350 SW Sequoia Pkwy, Suite 250, Portland OR 97224. RIA. Executive Director. Start 7/2014. 160 hours per month. 2. Notary Republic. Not Investment Related. At Registered Location. Notary. Notary. Start Date: 04/16/2024. 1 hr/ month; all during trading hours. Notary of client documents. Clients must be in my presence
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-12 |
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