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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
12909 Sw 68Th Parkway Suite 120, Tigard, OR 97223 • United States
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 |
|---|---|---|---|---|
| Securities America Inc. | Tigard | OR | 04/2016 | 06/2024 |
| Securities America Advisors | Tigard | OR | 04/2016 | 06/2024 |
| Osaic Wealth, Inc. | Tigard | OR | 06/2024 | Present |
| Osaic Wealth, Inc. | Tigard | OR | 06/2024 | Present |
LAWRY DE FREITAS WEALTH MANAGEMENT, LLC POSITION: Financial Advisor - Co Founder NATURE: DBA Name INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2016 ADDRESS: 12909 SW 68th Parkway, Suite 120, Tigard OR 97223, United States DESCRIPTION: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-12 |
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