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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2008-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Investment Advisers, Inc. | Louisville | KY | 01/2008 | Present |
| Standard Retirement Services | Louisville | KY | 11/2014 | Present |
| Stancorp Equities, Inc. | Louisville | KY | 02/2016 | Present |
EMPLOYED AS A REGULATORY CONSULTANT WITH STANDARD RETIREMENT SERVICES (SRS) SINCE 11/2014 AND REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH STANCORP INVESTMENT ADVISERS (SIA) SINCE 01/2008. BOTH ENTITIES ARE AFFILIATES OF STANCORP EQUITIES, INC. AND ALL HOME OFFICES ARE LOCATED AT 1100 SW SIXTH AVE, PORTLAND, OR 97204. DEVOTES APPROXIMATELY 10-15 HRS WEEKLY DURING BUSINESS HOURS ON INVESTMENT-RELATED ADVISORY WORK FOR SIA. THE REMAINING BUSINESS HRS AT SRS ARE DEVOTED TO INVESTMENT-RELATED SERVICE TO STANDARD RETIREMENT PLANS' LEGAL TEAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-20 |
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