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4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| UT | RA | APPROVED | 2023-10-03 |
| WA | RA | APPROVED | 2023-02-09 |
Branch Locations
4900 Sw Griffith Dr Suite 103, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Portland | OR | 06/2010 | 08/2022 |
| Oneamerica Securities | Portland | OR | 06/2010 | 08/2022 |
| Eldon Reese Advisory Group | Hillsboro | OR | 08/2022 | Present |
Name: Duane Bolinger. Investment-Related: Yes. Address: 998 NE Baldwin Dr., Hillsboro, OR 97124. Nature: Insurance. Position: Sales. Start Date: 8/2007. Approximate hours per month: 160. Approximate hours during trading hours: 5. Duties: Non-variable insurance sales (fixed life, fixed annuities, health). Name: Liberty Fast Break Club. Investment-Related: No. Address: 20425 NW Quail Hollow Dr., Portland, OR 97229. Nature: Civic club. Position: Board member. Start Date: 10/2017. Approximate hours per month: 4. Approximate hours during trading hours: 0. Duties: Serve as board member for youth basketball program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-01 |
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