Best Investors Account Sign in
Inactive

Marc Masao Kadomatsu

Human Investing

Lake Oswego, OR

Claim This Profile
Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-04
OR RA APPROVED 2017-02-13
  • TX RA
    APPROVED
    Since 2021-11-04
  • OR RA
    APPROVED
    Since 2017-02-13

Branch Locations

6000 Meadows Rd Suite 105, 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
Merriman Wealth Management, Llc Seattle WA 03/2016 01/2017
Human Investing Lake Oswego OR 01/2017 Present
  • 03/2016 → 01/2017
    Merriman Wealth Management, Llc
    Seattle, WA
  • 01/2017 → Present
    Human Investing
    Lake Oswego, OR
Previous Registrations
  • 2016-03-23 → 2017-01-03
    Merriman
    Portland, OR
    Seattle, WA
  • 2010-12-13 → 2016-02-22
    Tpg Financial Advisors, Llc
    Portland, OR
  • 2008-01-04 → 2010-10-28
    Securian Financial Services, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-03
  • S66 Uniform Combined State Law Examination
    2006-04-03
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor