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1800 Blankenship Rd. Ste. 160, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
| OR | RA | APPROVED | 2023-01-29 |
Branch Locations
1800 Blankenship Rd. Ste. 160, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Portland | OR | 11/2011 | 11/2016 |
| Massmutual Financial Group | Portland | OR | 11/2011 | 11/2016 |
| Guardian Life Ins | Portland | OR | 12/2016 | 11/2022 |
| Park Avenue Securities | Portland | OR | 01/2017 | 11/2022 |
| Settlement Capital Advisors Llc | West Linn | OR | 12/2022 | Present |
1. Insurance sales, Start: 10/17/2018, Address: 26275 S Hwy 170 Canby, OR, 97013 3 bus hrs per month, Investment related, 2.) David Sullivan Advisor LLC- LLC created for tax purposes , Start: 4/16/2021, Address:26275 S Hwy 170 Canby, OR, 97013, 1 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, This LLC was dissolved January 2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-26 |
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