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Erica Gail Nortman

Capitol Family Office, Inc.

Beaverton, OR

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Current Employers
Capitol Family Office, Inc.

1500 Nw Bethany Blvd. Suite 200, Beaverton, OR 97006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-02-03
OR RA APPROVED 2021-02-01
  • WA RA
    APPROVED
    Since 2021-02-03
  • OR RA
    APPROVED
    Since 2021-02-01

Branch Locations

1500 Nw Bethany Blvd. Suite 200, Beaverton, OR 97006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Beaverton OR 08/2011 03/2020
Financial Advocates Investment Management Beaverton OR 01/2013 03/2021
Capitol Family Office, Inc. Beaverton OR 08/2011 Present
Capitol Family Office, Inc. Beaverton OR 12/2020 Present
Previous Registrations
  • 2013-03-11 → 2021-04-01
    Financial Advocates Investment Management
    Olympia, WA
    Beaverton, OR
  • 2011-08-30 → 2013-05-02
    Portland, OR
    Olympia, WA
    Beaverton, OR
Other Businesses

(1) Cannon Beach Haus, LLC; Non-Investment Related; 132 W Nelchena Street Cannon Beach, OR 97110; Vacation Rental; Member; 07/2021; 67 hours per month all outside of trading hours; All duties related to maintaining a vacation rental property. (2) Executive Tax Advisors, LLC; Member; investment related: No; Location: 1500 NW Bethany Blvd., Suite 200 Beaverton OR 97006 USA; Description of the business: Income tax preparation and tax planning services; Responsibilities Duties: Erica: CFO, Integrator; Start date with business: 2022-04-13; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 42; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-14
  • S66 Uniform Combined State Law Examination
    2008-10-14
Other Names
  • Gail Erica Briggs
  • Erica Gail Briggs

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