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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2014-07-17 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass Wealth Advisors, Llc | Portland | OR | 07/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2017 | Present |
1. ENCOMPASS WEALTH ADVISORS, LL; INVESTMENT RELATED; 15350 SW SEQUOIA PKWY, STE 250, PORTLAND, OR 97224; RIA; IAR; START DATE 07/15/2014; FULL-TIME 2. CORNELL STAR & CRESCENT FOUNDATION-NOT INVESTMENT RELATED-777 STEWART AVE, ITHACA, NY 14850-COLLEGE LITERARY NON-PROFIT -PRESIDENT, DIRECTOR-6/2014-2 HRS/MTH-2 DURING TRADING HRS-EDUCATIONAL NON-PROFIT. 3. ST. JOHN THE BAPTIST EPISCOPAL CHURCH ENDOWMENT COMMITTEE; INVESTMENT RELATED; 6300 SW NICOL READ PORTLAND, OR 97223; CHURCH; COMMITTEE MEMBER; 3/2018; 1 HOUR/MONTH; 0 HOURS DURING SECURITIES HOURS; PARTICIPATE IN OVERSIGHT OF CHURCH'S ENDOWMENT. 4. ELIZABETH COTTAGE RENTAL PROPERTY; NOT INVESTMENT RELATED; WEST LULWORTH, ENGLAND; RENTAL PROPERTY; OWNER; MAY 2019; LESS THAN ONE HOUR PER MONTH, NOT DURING TRADING HOURS. 5. Fixed Insurance-Not investment related-15350 SW Sequoia Parkway, Ste 250, Portland, OR 97224-Insurance-Agent-7/2014-10 hrs/mth-1 during trading hrs-Assist clients with insurance needs. 6. Assistance League of Portland; Not Investment Related; 4000 SW 117th Avenue Beaverton OR 97005; Community Outreach & Thrift Shop; Board of Advisors; 04/01/2022; 0.17 hrs/mo; 2 hrs during trading; Listen to the organizations leadership and give ideas and support for improvement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-10 |
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