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Current Employers
Stancorp Investment Advisers, Inc.

1100 Sw Sixth Avenue, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2017-06-26
  • OR RA
    APPROVED
    Since 2017-06-26

Branch Locations

Portland, OR • United States

1100 Sw Sixth Avenue, Portland, OR 97204 • 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
Standard Insurance Company Portland OR 04/2013 Present
Stancorp Equities, Inc. Portland OR 08/2013 Present
Stancorp Investment Advisers, Inc. Portland OR 01/2014 Present
  • 04/2013 → Present
    Standard Insurance Company
    Portland, OR
  • 08/2013 → Present
    Stancorp Equities, Inc.
    Portland, OR
  • 01/2014 → Present
    Portland, OR
Previous Registrations
Other Businesses

EMPLOYED SINCE 04/22/2013 AS AN IMPLEMENTATION MANAGER WITH STANDARD INSURANCE COMPANY; EMPLOYED AS A REGISTERED REPRESENTATIVE OF STANCORP EQUITIES, INC., AND AS AN INVESTMENT ADVISOR REPRESENTATIVE OF STANCORP INVESTMENT ADVISERS, INC., SINCE 6/21/2017 AND 01/14/2014-08/14/2015. THE AFFILIATED COMPANIRES ARE LOCATED AT 1100 SW SIXTH AVE, PORTLAND, OR 97204. 40-HRS A WEEK ARE DEVOTED TO RETIREMENT PLAN MANAGEMENT, INCLUDING INVESTMENT-RELATED ENROLLMENT SUPPORT DURING THE REGISTERED TIME PERIODS. 1.ThatDarnYarnPDX; 2. NOT INVESTMENT-RELATED; 3. 9396 SW CORAL STREET, PORTLAND, OR 97223; 4. ONLINE STORE; 5. SOLE PROPRIETOR; 6. 100% OWNER; 7. JULY 2021; 8. 10 HRS/MO; 9. NONE DURING SECURITIES TRADING HOURS 10. PRODUCTION AND SALES OF HAND MADE CRAFTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-12
S63 Uniform Securities Agent State Law Examination 2011-02-28
  • S65 Uniform Investment Adviser Law Examination
    2013-12-12
  • S63 Uniform Securities Agent State Law Examination
    2011-02-28
Other Names
  • Sarah Elizabeth Mahalic
  • Sarah Elizabeth Kellogg

View on SEC IAPD

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