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5550 S Macadam Ave Ste 110, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-09 |
| RI | RA | APPROVED | 2025-12-09 |
| WA | RA | APPROVED | 2023-11-29 |
Branch Locations
5550 S Macadam Ave Ste 110, Portland, OR 97239 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Portland | OR | 05/2009 | 03/2023 |
| Financial Advocates Investment Management (Faim) | Portland | OR | 11/2012 | 03/2023 |
| Tradewinds Asset Management, Llc | Portland | OR | 03/2023 | Present |
5/7/2020 - D'Urso Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 10/01/2019 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-18 |
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