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Bradley Jon Carter

Quest Investment Management, LLC

Lake Oswego, OR

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Current Employers
Quest Investment Management, Llc

5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-05-31
  • OR RA
    APPROVED
    Since 2024-05-31

Branch Locations

5 Centerpointe Dr Suite 590, 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
Quest Investment Management, Llc Lake Oswego OR 01/2013 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-01
  • S63 Uniform Securities Agent State Law Examination
    2003-04-01
Designations

View on SEC IAPD

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JEFFREY DAVID KANTOR
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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

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