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310 N State Street Suite 208, Lake Oswego, OR 97034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-06-29 |
Branch Locations
310 N State Street Suite 208, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arnerich Massena, Inc. | Portland | OR | 03/2016 | 10/2016 |
| Tru Independence Asset Management, Llc | Portland | OR | 10/2016 | 04/2017 |
| Allium Financial Advisors, Llc | Portland | OR | 05/2017 | Present |
1. UNITED WAY OF THE COLUMBIA-WILLAMETTE; NOT INVESTMENT RELATED; PORTLAND, OR; CHARITY; TREASURER AND BOARD MEMBER; LESS THAN ONE HOUR DEVOTED PER MONTH, ZERO DURING TRADING HOURS; BOARD MEETINGS AND TREASURER DUTIES. 2. SAICON CONSULTANTS; NOT INVESTMENT RELATED; PORTLAND, OR; SOFTWARE CONSULTING; INDEPENDENT CONTRACTOR; THREE HOURS DEVOTED PER MONTH, ZERO DURING TRADING HOURS; CONSULTING ON SOFTWARE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-14 |
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