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1800 Blankenship Rd Suite #200, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2023-05-09 |
Branch Locations
1800 Blankenship Rd Suite #200, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dougall Financial Group | Las Vegas | NV | 06/2010 | 12/2016 |
| Northwest Wealth Advisors | West Linn | OR | 06/2012 | 04/2017 |
| Encompass Financial Planning | West Linn | OR | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-17 |
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